Estate Planning, Probate

7 days ago

Fort Myers, Florida, United States Safe Harbor Law Firm Full time

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Free uniforms
  • Paid time off
  • Profit sharing

Job Summary

We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team. In this role, you will manage & support the probate & trust admin department under the supervision of our experienced Senior Associate Attorney. We are You will perform legal research, conduct meetings, and assist with client support.

Responsibilities

  • Act as liaison between attorney and client
  • Process inquiries pertaining to 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 required
  • 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 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

Flexible work from home options available.

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