Asistente Legal en Planificación Patrimonial

Merideth Nagel & The Legacy Legal Team; Florida; On-site; USD 52,000 - 62,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Paid time off

Training & development

Vision insurance

Job summary

The Legacy Legal Team in Clermont, Florida is seeking an experienced Estate Planning Paralegal to support a busy practice. You will draft wills and trusts, manage electronic files, comply with firm policies, and assist attorneys during client meetings.

Candidates should be highly organized, detail oriented, possess strong English communication, and be proficient in MS Word, Outlook, and Excel. The firm fosters teamwork and community involvement.

Qualifications

• At least five years of paralegal experience.
• Estate planning experience preferred.
• Experience in a law office environment.
• Strong organizational skills and attention to detail.

Responsibilities

• Document drafting of wills, trusts, powers of attorney, and advance directives using templates.
• Case/file management and electronic filing.
• Follow instructions from attorneys and senior staff and ensure policy compliance across offices.
• Provide client meeting support and assist with document executions.

Skills

Time management

Communication

Teamwork

Written & spoken English

Ethical work habits

MS Word/Outlook/Excel

Tools

MS Word

Outlook

Excel

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Paid time off
• Training & development
• Vision insurance

The Legacy Legal Team is seeking an Estate Planning Paralegal to join our thriving office in Clermont!

We are seeking an experienced Paralegal to assist in our busy Estate Planning practice area. At least five years of paralegal experience is required.

We offer a healthcare stipend, retirement matching, and paid time off. We know that "teamwork makes the dream work" and you’ll find that we go above and beyond to take care of each other and our clients.

Our ideal candidate will have experience working in a law office, is a self-starter, is extremely organized, detail-oriented, and has a positive outlook.

Essential Job Duties

• Document Drafting: Learning to prepare and meticulously draft a comprehensive array of estate planning documents, including Wills, Trusts, Powers of Attorney, and advance directives, utilizing pre-made templates.
• Case Management: Managing and maintaining electronic client files and workflow efficiently.
• Instruction & Compliance: Receiving and diligently following instructions not only from seasoned attorneys but also from senior legal staff on firm procedures and client matters, and ensuring compliance with firm policies across our multi-office structure.
• Client Support: Providing support during client meetings and document executions, with an emphasis on professional and clear communication.

Required Skills & Experience

• Highly responsible, self-disciplined, and ethical work habits.
• Detail oriented with strong time management skills.
• Excellent communication skills.
• Ability to function in a highly motivated, team-driven environment.
• Competent in written and spoken English.
• Proficient in MS Word, Outlook, and Excel.

At the Legacy Legal Team, we strive to create an atmosphere where each team member is respected, valued, and a part of the family. We regularly enjoy office outings, team-building events, and participating in events in the community.