Estate Planning Project Assistant

Overview

At Dinsmore, our strength comes from our people. With more than 750 attorneys across 30+ offices nationwide, we are dedicated to building a dynamic, client-focused Firm recognized for excellence. Together we work to build a strong market profile, highlighting our capabilities to clients and attracting talented attorneys and business professionals who seek a supportive environment where they can thrive. Discover how you can grow with us at

• Assist with coordinating estate planning projects, tracking deadlines, and monitoring progress
• Maintain organized client files (digital and physical) and ensure documents are up to date
• Prepare checklists and status reports for active estate planning matters
• Draft and format estate planning documents (e.g., wills, trusts, powers of attorney, healthcare directives) from templates under attorney supervision
• Proofread documents for accuracy, consistency, and completeness
• Assemble and prepare documents for client review and execution
• Serve as a point of contact for clients regarding scheduling, document collection, and general inquiries
• Follow up with clients to obtain required information and signatures
• Coordinate meetings, signings, and notary arrangements
• Schedule appointments and manage calendars for attorneys and estate planning teams
• Enter and update client and matter information in case management systems
• Assist with billing support, time tracking, and expense documentation as needed

• Two years of assistant or paralegal experience
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Working knowledge of Microsoft Office products (Outlook, Word, Excel, PowerPoint)
• Ability to maintain and manage databases and create reports
• Self-starter and comfortable working in a fast-paced team/collaborative environment
• Prior experience in a law firm, estate planning practice, or professional services environment preferred
• Familiarity with legal terminology and document management systems a plus

Equal Opportunity Employer