Probate Paralegal

2 weeks ago


Winter Haven FL United States Ad-Vance Talent Solutions Full time
Paralegal

MUST HAVE 3 YEARS OF PROBATE EXPERIENCE

Location: Winter Haven, FL

Pay rate: $25/hr. (37.5/hrs. per week)

Temp-to-hire

We are seeking a dedicated and experienced Care Manager (Paralegal) to join our team. As a Care Manager, you will play a crucial role in assisting with planning for families and business owners, providing support in various legal matters.

Responsibilities:

1. Assist attorney in non-adversarial estate planning, estates, real estate, and business law matters.

2. Conduct client interviews, gather necessary information, and assist in drafting legal documents.

3. Manage client relationships and provide exceptional customer service.

4. Organize and maintain legal files and documentation.

5. Coordinate appointments, meetings, and court appearances as needed.

6. Conduct intake interviews with prospective clients.

7. Assist with basic billing and bookkeeping tasks related to client accounts.

Minimum Qualifications:

1. High school diploma or higher degree.

2. Minimum of three (3) years of experience working in a law office, with a focus on probate.

3. Excellent phone etiquette and communication skills.

4. Proficiency in computer applications, including Microsoft Office Suite.

5. Strong organizational skills and attention to detail.

6. Ability to work independently and as part of a team.

7. Experience in estate planning, intake/client screening, or basic bookkeeping is a plus.

Benefits:

- Competitive salary

- Life Insurance, AD&D (no health coverage provided)

- Generous holiday and PTO

- Professional development opportunities

- Collaborative and supportive work environment

Company Overview:

We are a law firm specializing in non-adversarial estate planning, estates, real estate, and business law. Our office is in a spacious, Class-A Office Suite overlooking Central Park in Winter Haven. We are dedicated to providing high-quality legal services to families and business owners, ensuring their peace of mind and legal security.

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