Are you looking for a rewarding role where your expertise in Probate Law and attention to detail are valued? Join our team at Lulich & Attorneys, P.A., and be part of a supportive environment that prioritizes personal and professional development. We are seeking a skilled individual with a year of experience in the Financial or Legal Industry and a Bachelor's degree. If you possess excellent customer service skills and empathy for clients, this opportunity is perfect for you. Responsibilities: • Agreement Processing: Manage the processing of client agreements upon completion of document collection, ensuring efficiency and accuracy. • Data Management: Utilize the MyCase data management system proficiently to securely store and retrieve customer records, maintaining organized and accessible documentation. • Document Preparation Support: Collaborate with lawyers and legal assistants to aid in the preparation and execution of wills and probate documents, ensuring adherence to legal protocols. • Material Compilation: Gather pertinent materials required for clients' cases, demonstrating thoroughness and attention to detail in information gathering. • Signing Facilitation: Streamline and expedite the signing process of wills and probate documents, facilitating prompt execution while upholding legal requirements and client expectations. Qualifications: • Industry Experience: Minimum one year of relevant experience in either the Financial or Legal Industry, demonstrating a solid understanding of professional practices and procedures. • Educational Background: A Bachelor's degree is strongly preferred, providing a foundation of knowledge and skills conducive to the role. • Customer Service Aptitude: Demonstrated customer service skills coupled with the ability to effectively engage and interact with the public, ensuring a positive and professional client experience. • Geographical Proximity: Residency or proximity to the Law Offices in Sebastian, FL, facilitating accessibility and availability for in-person collaboration and support. • Estate Planning Experience: Previous experience in Estate Planning is desirable, showcasing familiarity with relevant processes and protocols. Compensation: $37,000 - $53,000 yearly

• Agreement Processing: Manage the processing of client agreements upon completion of document collection, ensuring efficiency and accuracy. • Data Management: Utilize the MyCase data management system proficiently to securely store and retrieve customer records, maintaining organized and accessible documentation. • Document Preparation Support: Collaborate with lawyers and legal assistants to aid in the preparation and execution of wills and probate documents, ensuring adherence to legal protocols. • Material Compilation: Gather pertinent materials required for clients' cases, demonstrating thoroughness and attention to detail in information gathering. • Signing Facilitation: Streamline and expedite the signing process of wills and probate documents, facilitating prompt execution while upholding legal requirements and client expectations.