Estate Planning and Probate Attorney Support Specialist

1 week ago


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

We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to provide support to our founding and lead attorney and assist in all phases of the estate planning process. The ideal candidate will have experience working in the areas of probate and trust administration, and will be responsible for performing legal research, conducting meetings, and assisting with client support.

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
Qualifications
  • 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 with 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


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