Estate Planning Project Assistant
About The Position
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 www.dinsmore.com. Dinsmore is seeking a Project Assistant at our Cincinnati, OH location who will support the Estate Planning practice group. This role focuses on project coordination, document preparation, client communication, and administrative support to ensure estate planning projects are completed accurately, efficiently, and on schedule.
Requirements
- 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
Nice To Haves
- Prior experience in a law firm, estate planning practice, or professional services environment preferred
- Familiarity with legal terminology and document management systems a plus
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
