Job Description: Probate/Estate Planning Legal Assistant or Paralegal

Assist and provide a range of legal support and administration to lawyers and other legal professionals engaged in probate and estate planning. Must provide top quality customer service, be a team player and a self-starter. Duties include drafting estate planning documents and managing the progress of files. You will also perform some office administration duties such as scanning/copies, greeting clients warmly and answering phones.

The ideal candidate will have at least 3 years’ experience in one or more of the above practice areas. However, experience does not trump intelligence, character, professionalism, and personality. Attention to detail, thinking quick on your feet, multi-tasking, and providing astounding customer service will enable you to succeed with our firm.

Requirements:

TO BE SUCCESSFUL IN THIS POSITION YOU MUST:

• Be highly organized, efficient and detail oriented
• Make client satisfaction a top priority
• Be able to communicate with clients effectively
• Help keep the attorneys organized and on task
• Possess strong computer skills
• Be proactive -- recognize and resolve issues before they become genuine problems or a crisis without being directed to do so
• Be a team player
• Have a positive mind set and a good attitude

DESCRIPTION OF THE PARALEGAL JOB:

• Responsible for large case load of guardianship, probate, and trust administration cases
• Draft all correspondence and documents necessary in the guardianship, probate, and trust administration process
• Track and calendar necessary deadlines
• Prepare annual guardianship reports
• Prepare guardianship, probate, and trust inventories and accountings
• Maintain attorney calendars; includes scheduling and coordinating meetings and hearings
• E-filing
• Legal research, when necessary
• Communicate frequently with the Clerk of Court, Judicial Assistants, attorney offices and other interested parties regarding ongoing cases
• Primary point of contact for guardianship, probate, and trust administration clients
• Responsible for corresponding with banks, businesses, insurance companies, brokerage firms, employers, accountants, and others to collect asset information and assist clients when necessary to obtain information and/or complete transfers of assets
• Maintain and update case status lists for attorney review
• Enter billable time into Bill for Time billing system, when necessary
• Maintain and organize the firm forms directory, including updating forms to maintain compliance with Florida Statutes
• Assist with answering phones and scheduling appointments, when necessary
• Notarize documents for clients, when necessary
• Provide services as a witness for execution of legal documents, when necessary

Our firm offers competitive compensation and benefits packages. Compensation will be commensurate with experience. Our benefits package includes health insurance, employer- contributed 401k, sick and vacation time.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday Standard Office Hours

Experience:

• Excel: 5 years (Required)
• Microsoft Word: 5 years (Required)
• Microsoft Outlook: 5 years (Required)
• Estate Planning Legal Assistant/Paralegal Experience: 3 years (Preferred)

Location:

Fort Lauderdale, 33301