Probate and Estate Planning Specialist
3 weeks ago
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 RoleThis 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
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
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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