Probate and Estate Planning Specialist

3 weeks ago


Fort Lauderdale, Florida, United States Rogers Morris & Ziegler Full time
Job Overview

We are seeking a highly skilled Legal Assistant to join our team at Rogers Morris & Ziegler. As a Probate and Estate Planning Specialist, you will play a crucial role in ensuring the effective management of estate planning, probate, and trust administration related matters.

About the Role

This is a salaried position with an estimated annual salary of $55,000 - $65,000 based on industry standards and location. You will work under the supervision of an attorney to provide a range of legal services including:

  • Assisting with intake of death certificates and decedent's estate documentation
  • Preparing and filing necessary court documents
  • Scheduling hearings, trials, mediations, and depositions
  • Locating and developing case-relevant information
  • Preparing documents associated with client estate planning
  • Organizing and completing estate planning packages for clients
Requirements and Qualifications

To be successful in this role, you must have:

  • At least 3 years of experience as a Legal Assistant or Secretary in the areas of estate planning, probate, and trust administration
  • In-depth knowledge of the probate process and court rules in Palm Beach, Broward, and Miami-Dade
  • Familiarity with law, legal procedures, and protocols, as well as the court system
  • Computer literacy and proficiency in English
  • Working knowledge of case management software and excellent secretarial and organizational skills
  • Able to juggle multiple activities and work under pressure, with strong teamwork abilities
Benefits and Opportunities

As a member of our team, you can expect:

  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • A collaborative and supportive work environment


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