Estate Planning Assistant

7 days ago


Fort Lauderdale, Florida, United States Rogers, Morris & Ziegler LLP Full time
Job Title: Legal Assistant - Estate Planning

We are seeking a highly motivated and organized Legal Assistant to join our team at Rogers, Morris & Ziegler LLP. The successful candidate will provide administrative support to our attorneys in the areas of estate planning, probate, and trust administration.

Responsibilities:
  • Assist with intake of death certificates and decedent's estate documentation
  • Prepare and file necessary court documents to open estate, process the estate, and close the estate
  • Schedule hearings, trials, mediations, and depositions
  • Locate and develop case-relevant information
  • Prepare certain documents associated with client's estate planning
  • Organize and complete estate planning packages for clients
  • Correspond with clients
  • Answer and direct phone calls
  • Maintain contact lists
  • Monitor deadlines and juggle calendars
Requirements:
  • Proven working experience as a legal assistant or legal secretary in the areas of estate planning, probate, and trust administration
  • Knowledge of the probate process and court rules in Palm Beach, Broward, and Miami-Dade
  • Familiarity with law, legal procedures, and protocols, and court system
  • Satisfactory knowledge of day-to-day operations of a legal office
  • Computer literacy
  • Proficiency in English
  • Working knowledge of case management software
  • Excellent secretarial and organizational skills
  • Ability to juggle multiple activities and work under pressure
  • Ability to work well with a team


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