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Estate Planning Legal Assistant

2 months ago

Venice, Florida, United States Ledbetter Law Group Full time
Job Overview

We are seeking a skilled Estate Planning Paralegal to join our esteemed firm, Ledbetter Law Group, which specializes in estate planning, business organization, real estate, and trust administration.

Compensation:

$55,000 - $65,000 annually

Key Responsibilities:

The selected candidate will be responsible for a variety of tasks, including but 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 communication with clients and other stakeholders
  • Executing various administrative tasks to organize and manage files (copying, scanning, faxing, etc.)
  • Utilizing Excel spreadsheets as needed
  • Accurately logging 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
  • Maintaining an accurate case list
  • Contributing to a firm known for its excellent reputation
  • Directly supporting the supervising attorney
Qualifications:
  • Ability to work independently and prioritize tasks
  • Strong organizational skills
  • Efficient in a fast-paced environment while maintaining a positive demeanor
  • Detail-oriented and capable of teamwork
  • Proficient in Microsoft Word, Excel, and Adobe
  • Experience with Practice Panther or similar client management software
  • Excellent written and verbal communication skills
  • Meticulous in file documentation
  • Familiarity with timekeeping software and prior experience in a legal office
  • Background in estate planning and business organization
  • Understanding of time management principles
  • 2 to 5 years of relevant experience
  • Possession of a paralegal certificate is advantageous
  • Florida Notary Public certification
  • Ability to perform notary public duties
  • Successful completion of a background check and provision of references
About Ledbetter Law Group

At Ledbetter Law Group, we are dedicated to crafting comprehensive estate plans, administering estates and trusts, and managing real estate transactions for clients throughout the region. Our approach emphasizes collaboration with clients to ensure their objectives are met with satisfaction and peace of mind.