Trust and Probate Legal Assistant

2 weeks ago


Naples, Florida, United States AMS Staffing Inc. Full time

Position Overview:

AMS Staffing Inc. is currently seeking a meticulous and organized Probate Paralegal to enhance our legal team. This full-time role is essential for supporting our attorneys in managing probate and estate matters efficiently.

Location: Naples, FL

Compensation: Competitive salary starting at $85K, commensurate with experience, along with comprehensive benefits.

Work Arrangement: Hybrid model with three days in the office and two days remote.

Referral Incentive: A referral fee of $500 will be awarded if your referral is hired.

Key Responsibilities:

  • Draft and submit probate filings, including petitions, inventories, and accountings.
  • Assist in the management of estates by collecting and overseeing assets, liaising with beneficiaries, and ensuring adherence to legal standards.
  • Support attorneys in trust administration, including preparing accountings, managing distributions, and handling tax obligations.
  • Compose, review, and organize essential legal documents such as wills, trusts, and powers of attorney.
  • Maintain ongoing communication with clients and stakeholders involved in the probate process.
  • Conduct necessary legal research to support document preparation and court submissions.
  • Organize case files, monitor deadlines, and ensure the timely execution of responsibilities.

Qualifications:

  • Education: Associate's or Bachelor's degree in Paralegal Studies or a related discipline; Paralegal certification is preferred.
  • Experience: At least five years of experience in a trusts and estates legal environment.
  • Knowledge: In-depth understanding of probate processes, estate management, and trust administration, along with familiarity with relevant laws.

Skills:

  • Exceptional written and verbal communication abilities.
  • Strong organizational skills with the capacity to manage multiple tasks effectively.
  • Proficient in legal research and document preparation.
  • Detail-oriented with a commitment to accuracy.
  • Ability to handle confidential information with integrity.
  • Proficient in Microsoft Office Suite and legal research tools.


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