Estate Planning, Probate & Trust Administration Paralegal

Safe Harbor Law Firm

Estate Planning, Probate & Trust Administration Paralegal

Bonita Springs, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k) matching

    Dental insurance

    Health insurance

    Job Summary

    We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team. In this role, you will manage & support the probate & trust admin department under the supervision of our experienced Senior Associate Attorney. We are You will perform legal research, conduct meetings, and assist with client support.

    Responsibilities

    Act as liaison between attorney and client

    Process inquiries pertaining to Probate, and Trust Administration

    Ensure that case-related documents are well organized and available for review

    Conduct legal research when necessary

    Provide general administrative support

    Communicate with clients

    Attend or host in-take meetings with clients

    Maintain and update documentation

    Qualifications

    3+ years previous experience as an Estate Planning Paralegal or similar role is preferred

    Certification or Associates Degree as a Paralegal

    Familiarity with legal procedures, terminology, and the court system

    Strong verbal and written communication skills

    Highly organized with document management experience

    Excellent research skills

    Comfortable Microsoft Office and case management software

    Ability to multitask and work well under pressure

    Extremely organized and detail oriented

    Minimal mistakes made in drafting, typing, and communications

    Flexible work from home options available.