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Who We Are
Evans & Davis exists to champion family legacies. We’re a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and we build client relationships that last a lifetime.
When you join the Evans & Davis team, you join an organization fiercely committed to our core values:
- Excellence–Practice Like a Champion: We work hard and compete to win. We’re preparing for the championship–performing to our highest level, improving our craft, and consistently exceeding expectations;
- Compassion–Climb Aboard the Meal Train: We care deeply about our clients, each other, and the community–showing up in the good times and the tough times. Every interaction is rooted in trust, respect, and genuine concern;
- Hospitality–Create Wow Experiences: We create unforgettable moments–practicing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
- Strategic–Play Chess, Not Checkers: We anticipate next steps–looking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
- Tactical–Clear the Obstacles: When we see a problem, we fix it–clearing obstacles, solving problems, and diving into every task with a team-first attitude. We’re all in this together.
How You’ll Make a Difference
As an ambassador for our organization, the Probate Specialist establishes relationships with Evans & Davis clients built on trust, respect, and genuine care during a family’s most difficult moments. You’ll provide necessary client communication and administrative support to attorneys, case managers, and staff–serving throughout the client journey with compassion and efficiency.
Your Job Description
- Initiate, maintain, and respond to client communication by phone, email, and text message throughout the client’s probate journey;
- Coordinate with clients to schedule and confirm all in-person and virtual meetings;
- Collect, audit, organize, and prepare documents for all meetings;
- Create, edit, and manage client files with provided information for physical and digital systems;
- Regularly update information in Lawmatics, the firm’s CRM tool–update matter stages, ensure assigned tasks are accurate, and save all relevant email communication to files;
- Update and maintain attorney calendars;
- Receive and scan all mail for clients and distribute accordingly;
- Answer client phone calls to answer general questions, as needed;
- Perform final audit of client file, ensuring accuracy;
- Provide general administrative assistance, including booking conference space and scanning documents, and;
- Work collaboratively as an important member of the probate team, providing assistance and client coverage as necessary.
Who You Are
- Can communicate verbally and in writing with excellence and warmth, building positive relationships with clients and colleagues;
- Show exceptional attention to detail and consistently complete tasks with a high degree of accuracy;
- Exhibit a passion for helping people;
- Enjoy a fast-paced workplace;
- Be flexible and open to change and improvement;
- Navigate sensitive information with compassion and confidentiality;
- Work effectively under pressure; and
- Bring a positive, team-first attitude to every interaction.
Other Role Requirements
- Law firm experience required
- Experience with probate, trust administration, or estate planning matters strongly preferred; and
- Proficiency in Adobe Acrobat and the Microsoft tools
Our Benefits and Perks
Great work comes from great people who are trusted, empowered, and supported. That’s why Evans & Davis provides meaningful benefits and earned perks.
- Medical, dental, vision, life, and long-term disability insurance for eligible, full-time employees;
- Health Savings Account;
- 401K match;
- Paid parental leave;
- Earned flexibility;
- Learning & development opportunities; and
- Holiday parties and team outings.
