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Legal Assistant

4 months ago

Melbourne, United States Glades INC Full time

**Glades Talent **is representing a standout **Estate Planning firm** in **Brevard County** looking for a talented **Estate Planning/ Trust Administration Legal Assistant** to join their team.

Glades Talent is representing a standout Trust and Estates firm in Brevard County looking to bring aboard a talented Paralegal to join their team.

The Estate Planning Paralegal is committed to assisting the Attorneys on all Estate Planning services. The Paralegal ensures that there is a seamless transition of information exchange between all relevant parties, helping guide all clients from the initial retention of services to the conclusion of the case.

DUTIES AND RESPONSIBILITIES including the following:

- Greets, and assists all clients, vendors, and guests as necessary.
- Possess a working knowledge of the Florida Estate Planning Rules and the Florida Rules of Civil Procedure and Florida Statutes.
- Experience drafting Estate planning documents
- Prepares pleadings to open & close probate to file in court.
- Drafts and forwards correspondences to all applicable parties.
- Meets with clients to sign pleadings, submits E-files for pleadings and proposed orders.
- Schedules and prepares all files for hearings.
- Communicates with clients regarding the administration of the estate for each individual stage of the process including: Requesting of documents needed for opening pleadings, documents showing date of death values and appraisals, documents showing known creditors, documents showing payments to creditors, documents showing current value of assets, creation of a distribution calculation worksheet and confirming all final distributions made.
- Prepares estate inventories utilizing appropriate documentation and submits to the Attorney for review.
- Enters in client expenses, billable hours and services rendered costs into the Firms billing software.
- Requests the publication of Notice to Creditors.
- Prepares distribution checks to beneficiaries and submits documentation to the Attorney for review.
- Prepares SALVOs (initiating documents in trust administrations) and submits documentation to the Attorney for review.
- Ensures documentation and pleading are in place to meet all litigation deadlines.
- Provides communication to clients concerning the administration of the estate, including: Requests for documents that are required to file SALVO, documentation show dates of death values and the appraisals for all estate assets, follows up with clients concerning the gathering of assets, requests and collects documents showing the current value of assets and or appraisals for the estate as well as confirms that final distributions have been completed.
- Prepares client file for 6-week follow up review with the Attorney.

**Qualifications**:
To perform this position successfully, an individual must be able to perform each
essential duty satisfactorily. The requirements listed below are representative of the
knowledge, skill, and/or ability required.

Education and/or Experience
Associates degree (A.A) from two-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience. Proficient in Microsoft Suite Software as well as other computer and office skills (i.e. data entry, typing, sorting mail).

Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals with excellent spelling, grammar, punctuation, form, and style and proofread. Ability to effectively present information and respond or questions from groups of managers, employees, clients, customers, and public. Ability to effectively communicate in English.

Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, percentages, and volume. Familiarity with annuities, life insurance, investments, and a working understanding of income tax.

Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or scheduled form. Familiarity and comfort with the use of online resources and technology to perform essential job functions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of this job, the employees is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee is occasionally required to lift and/or move up to 50 pounds. Specific