Estate Planning Legal Assistant

Simpson Law Firm

  • Fort Mill, SC
  • Permanent
  • Full-time
  • 23 days ago
  • Apply easily
Are you the one who always stepped up when someone asked, “Who can handle this?” with a confident “I’ve got it”? Have you been dubbed the master of multitasking, able to juggle multiple responsibilities without missing a beat? If you're nodding along, Simpson Law Firm might just have the perfect spot for you on our team.We’re a fast-growing, high-volume estate planning law firm with offices in both Fort Mill, SC and Charlotte, NC. We’re looking for an Estate Planning Paralegal/Legal Assistant who thrives in a busy environment and is excited about the opportunity to grow with a supportive, client-focused team.This role involves significant daily in-person client interaction—you’ll be the friendly, knowledgeable face clients rely on throughout their estate planning journey. If you're someone who thrives on meaningful, face-to-face interactions and takes pride in delivering excellent service, this may be the perfect fit. You’ll play a key role in supporting attorneys with document execution, client communication, scheduling, and keeping matters on track with precision and care.At Simpson Law Firm, we value warmth, professionalism, and excellence. You’ll be a critical part of the client experience, guiding clients through signings and consultations with empathy and confidence. If you pride yourself on strong organization, clear communication, and an eagle eye for detail, you may be exactly who we're looking for.This position is a great fit for someone who excels at client interaction, finds satisfaction in precise, detailed work, enjoys managing multiple projects, and is eager to keep learning and improving.We value hard work—but we also believe in the power of a supportive team and a positive, people-centered culture.LocationThis is a hybrid position between our Charlotte and Fort Mill offices. You will split your time between both locations and may be asked to attend meetings, training, or firm events at either site.IMPORTANT: TO APPLYPlease email your resume AND a personalized cover letter to careers@simpsonestatelaw.com. Following these instructions is part of our evaluation process—only qualified candidates who comply will be considered. No phone calls, please.Responsibilities:
  • Support assigned attorneys with client communication, document signings, proofreading, and project coordination
  • Serve as a primary in-person point of contact for clients—clear and confident communication is essential
  • Manage calendars, appointments, and signing logistics
  • Participate in scheduled weekly and bi-monthly team meetings
  • Answer phones and assist with front office tasks as needed
  • Conduct final proofing and make last-minute edits before printing
  • Witness document signings, assist in binder preparation, scanning, and file closures
  • Follow up with clients on funding tasks and support post-signing processes
Qualifications:
  • 2–3 years of law firm experience (Estate Planning preferred)
  • High proficiency in Microsoft Word, Excel, Google Workspace, and Dropbox
  • Familiarity with legal case management software such as Clio or Lawmatics is preferred
  • Strong verbal and written communication skills
  • Exceptional organizational skills with the ability to prioritize proactively
  • Detail-obsessed and proud of it—you catch typos others miss
  • A creative problem solver who enjoys working on a team
  • Kind, professional, and people-oriented
  • Confident in engaging with clients in person throughout the day
About Company:
We’re a fast-growing, drama-free law firm with a vibrant team that lives by our core values: Integrity, Kindness, Excellence, A-Player, and Fun. If you’re ready to grow professionally, make a real impact, and love where you work, come be part of something extraordinary at Simpson Law Firm.Compensation & Benefits: Competitive salary, PTO, holidays, health insurance, matching 401(k), and estate planning perks.

Simpson Law Firm