Estate Planning Legal Assistant

2 weeks ago


Coral Gables, Florida, United States Trust Counsel PL Full time
Job Overview

Trust Counsel PL is seeking a dedicated and detail-oriented Estate Planning Paralegal to join our team. This position is ideal for an individual who thrives in a collaborative environment and is passionate about assisting clients with their estate planning needs.

The successful candidate will work closely with our estate planning attorneys and the Director of Planning, establishing a strong rapport with clients from the initial engagement through to the completion of their representation.

This role requires in-office presence and offers long-term career growth opportunities.

Compensation:

$50,000 - $75,000 annually

Key Responsibilities:
  • Develop and review documentation, including spreadsheets, to ensure alignment with client objectives
  • Engage with clients to clarify details and address inquiries
  • Utilize specialized software to draft essential estate planning documents such as wills, trusts, and ancillary legal papers
  • Design and deliver comprehensive estate plans and related materials to clients
  • Handle corporate formations and maintain compliance with entity regulations
  • Prepare and submit EIN authorization requests and SS4 Forms
  • Facilitate signing ceremonies and ensure notarization of all relevant documents
  • Assist clients in the proper titling and designation of assets
  • Manage various databases and software tools effectively
  • Exhibit a strong work ethic, sound judgment, and a professional demeanor
Qualifications:
  • A Bachelor's degree is advantageous
  • Minimum of 5 years of experience in estate planning as a paralegal
  • Proven ability to navigate multiple databases (e.g., Clio, Wealth Counsel) and various software platforms
  • High proficiency in Microsoft Word, Excel, and Adobe Suite
  • Excellent verbal and written communication skills
  • A proactive work ethic and the ability to make informed decisions
  • Professional attitude and demeanor
About Trust Counsel PL

At Trust Counsel PL, we are a specialized firm committed to empowering our clients in safeguarding their families and legacies through meticulous planning. Our focus lies exclusively in family wealth succession, encompassing Estate Planning, Asset Protection, and Estate Administration. We are passionate about our work and dedicated to ensuring our clients' peace of mind.

We strive to provide our clients with the assurance that their loved ones will be cared for, regardless of unforeseen circumstances.

Our comprehensive benefits package includes: 401k, fully covered health insurance (PPO), dental insurance, and paid time off.



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