Paralegal for Estate Planning Services
2 weeks ago
We are seeking a knowledgeable Estate Planning Paralegal to support our legal team at Ledbetter Law Group. Our firm specializes in estate planning, business organization, real estate, and estate/trust administration.
Compensation:$55,000 - $65,000 annually
Key Responsibilities:Primary duties include but are not limited to:
- Preparing legal correspondence
- Drafting essential legal documents
- Creating Wills, trusts, and advance directives
- Engaging with clients effectively
- Coordinating with financial institutions
- Collaborating with other legal offices
- Interfacing with the County Clerk's office
- Maintaining consistent communication with clients and relevant parties
- Executing various administrative tasks to organize and manage files (copying, scanning, faxing, etc.)
- Utilizing Excel spreadsheets as needed
- Accurately recording billable hours
- Managing a caseload of active files
- Working closely with the Lead Paralegal and supervising attorney
- Participating in firm events, including client appreciation and team-building activities
- Keeping an updated case list
- Contributing to a firm with a strong reputation in the community
- Collaborating directly with the supervising attorney
- Ability to work independently and prioritize tasks
- Timely completion of assignments
- Strong teamwork skills
- Excellent organizational abilities
- Efficient work in a fast-paced environment while maintaining a positive demeanor
- Detail-oriented with the capability to work autonomously and collaboratively
- Proficient in Microsoft Word, Excel, and Adobe
- Experience with Practice Panther client management software
- Strong written and verbal communication skills
- Meticulous documentation practices
- Comfortable in a team-oriented setting
- Familiarity with timekeeping software and legal office experience
- Background in estate planning and business organization matters
- Effective time management skills
- 2 to 5 years of relevant experience
- Paralegal certification is advantageous
- Florida Notary Public certification
- Background check and references are mandatory
At Ledbetter Law Group, we focus on creating comprehensive estate plans, administering estates and trusts, and managing real estate transactions for clients across various counties. Our approach emphasizes collaboration with clients to ensure their objectives are met, providing them with a reliable and thorough process for ultimate satisfaction and peace of mind.
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