Estate Planning Legal Assistant

Law Office of David M. Goldman

Estate Planning Legal Assistant

Jacksonville, FL
Full Time
Paid
  • Responsibilities

    We're looking for an organized, detail-oriented, and experienced estate planning assistant/paralegal to play an important role on our legal team. You'll draft legal documents such as wills, trusts, deeds, and powers of attorney, conduct research, and keep case files and other important information neatly organized and easily accessible. If you're interested in advancing your paralegal career with opportunities for growth, we want to hear from you. Must have estate planning, probate, or guardianship experience in Florida, have the ability to work in our Jacksonville office. Responsibilities: • Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits • Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible • Gather information about legal issues from the client in interviews • Aid lawyers in the preparation and execution of estate planning documents, probate cases, and guardianship cases • Prepare and File Deeds • Review bank statements for Guardianship and Probate accountings • Talk with clients to gather information about their legal issues • Take Care of administrative tasks such as answering phones and maintaining our computerized case management system • Follow up on leads and client inquiries • Prepare legal documents, correspondence, and pleadings for estate planning, probate, and guardianship cases Qualifications: • Talented communicator and writer • Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference • Excellent organizational skills, and time-management skills • At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting • ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired • Must have significant law office experience with Estate Planning, Probate, or Guardianship Compensation: $50,000 - $65,000 yearly

    • Aid lawyers in the preparation and execution of estate planning documents, probate cases, and guardianship cases • Prepare and File Deeds • Review bank statements for Guardianship and Probate accountings • Talk with clients to gather information about their legal issues • Take Care of administrative tasks such as answering phones and maintaining our computerized case management system • Follow up on leads and client inquiries • Prepare legal documents, correspondence, and pleadings for estate planning, probate, and guardianship cases

  • Compensation
    $50,000-$65,000 per year