Join the McIntyre Elder Law Team

Key Responsibilities:

• Coordinate signing appointments with clients, attorneys, notaries, and witnesses.
• Prepare finalized estate planning documents for signature, ensuring accuracy, completeness, and compliance with state laws.
• Facilitate the in-office or remote execution of documents, including notarization and witness coordination.
• Act as a notary or witness during document signings.
• Maintain accurate records of all signed documents and manage the secure filing and storage of originals and digital copies.
• Educate clients on the signing process and respond to questions or concerns with professionalism and discretion.
• Collaborate with attorneys and paralegals to ensure all necessary revisions and approvals are complete before execution.
• Track and follow up on outstanding documents to ensure timely completion.
• Arrange for document delivery, scanning, and/or recording when required.
• Support general office tasks related to client service and legal document handling.
• Attend educational seminars to provide support scheduling attendee consultations.

Qualifications:

• Education: High school diploma required; Associate’s or Bachelor’s degree in legal studies, business, or related field preferred.
• Experience: 1–3 years in a legal or estate planning office environment preferred.
• Skills:
• Strong attention to detail and organizational skills.
• Professional communication and client-facing demeanor.
• Ability to manage sensitive client information with confidentiality and discretion.
• Proficiency in office software and legal practice management systems.
• Familiarity with common estate planning documents and procedures.

Requirements:

• North Carolina Notary Public
• Experience with legal document preparation and execution in estate law.
• Knowledge of estate planning and notarization laws in North Carolina.

Hours: Monday through Friday 8:00am to 5:00pm. Additionally, attendance at one weekday evening or Saturday morning seminar per month.