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Legal Assistant - Paralegal

companyRogers Morris & Ziegler
locationFort Lauderdale, FL, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

We are looking for a self-motivated Legal assistant to ensure effective case management of Probate, Trust Administration and Estate Planning related matters handled by our office. The Legal assistant should have at least 3 years of experience with Probate, Trust Administration and Estate Planning. The Legal Assistant will provide a spectrum of legal services under the supervision of an attorney which will consist of the following responsibilities and require the following skills.


· Will assist with intake of death certificate and decedent’s estate documentation.

· Will 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 client.

· Correspondence with the client.

· Answer and direct phone calls

· Maintain contact lists

· Monitor deadlines and juggle calendars


· Proven working experience as legal assistant or legal secretary in the areas of estate planning, probate and trust administration.

· Have a knowledge of the probate process and courts 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.

· Have a general understanding of estate planning.

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