Estate Planning Attorney Assistant

5 days ago


Naples, Florida, United States Safe Harbor Law Firm Full time
Job Overview

We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to provide support to our founding and lead attorney.

Responsibilities:
  • Act as liaison between attorney and client
  • Process inquiries pertaining to Estate Planning, Medicaid, Funding, Probate, and Trust Administration
  • Ensure that case-related documents are well organized and available for review
  • Conduct legal research when necessary
  • Provide general administrative support
  • Communicate with clients
  • Attend or host in-take meetings with clients
  • Maintain and update documentation
Requirements:
  • 3+ years previous experience as an Estate Planning Paralegal or similar role is preferred
  • Certification or Associates Degree as a Paralegal
  • Familiarity with legal procedures, terminology, and the court system
  • Strong verbal and written communication skills
  • Highly organized with document management experience
  • Excellent research skills
  • Comfortable Microsoft Office and case management software
  • Ability to multitask and work well under pressure
  • Extremely organized and detail oriented
  • Minimal mistakes made in drafting, typing, and communications
What We Offer

$65,000 - $80,000 per year



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