Paralegal - Trusts and Estates Specialist

2 weeks ago


Jacksonville, Florida, United States Lippes Mathias LLP Full time
Job Title: Paralegal - Trusts and Estates

We are seeking an experienced Paralegal to join our Trusts and Estates practice group at Lippes Mathias LLP in Jacksonville. The ideal candidate will have a strong background in estate planning and probate administration, with excellent communication and organizational skills.

Responsibilities:
  • Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and living wills
  • Manage estate and probate caseloads, including calendar management and document preparation
  • Obtain asset information through client contact, accountants, and financial institutions
  • Utilize probate software to prepare inventories, accountings, and distribution schedules
Requirements:
  • At least 3 years of experience in a law firm environment
  • Experience with probate document preparation and electronic filing
  • Knowledge of probate court rules and procedures
  • Proficiency in Lawgic, Microsoft Word, Excel, and Outlook
  • Knowledge of ProLaw or similar document management systems
  • Strong interpersonal and communication skills, including the ability to work with clients, attorneys, and fiduciaries
  • Ability to work effectively in a team environment and delegate tasks as needed
  • Ability to meet deadlines and produce high-quality work products
  • Accurate typing speed of 60+ wpm required
  • Strong attention to detail and excellent organizational skills
Benefits:
  • Competitive salary range: $30.00/hour
  • Highmark BCBS PPO/POS plans, including 2 HDHP/HSA qualified plans
  • Dental plan, including orthodontic coverage
  • Vision plan
  • Health Savings Account (HSA)
  • Healthcare and Dependent Care Flexible Spending Accounts (FSA)
  • Paid time off (PTO), including vacation, sick, and personal leave
  • 401(k) with guaranteed safe harbor contribution and profit sharing
  • Term Life and AD&D
  • Short-term and long-term disability
  • Additional Voluntary benefits: Specified Disease, Hospital, and Accident plans
  • Employee Assistance Program, including mental health support
  • Legal work discount program


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