Estate Planning, Probate & Trust Administration Paralegal
Safe Harbor Law Firm
Fort Myers, FL, USA
6/14/2022
Legal
Full Time
Job Description
Job DescriptionBenefits:
- 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.