Estate Planning Paralegal

Triumph Professional Staffing; Florida; On-site; USD 42,000 - 62,000; Full time

Job summary

Boutique law firm in Hollywood, FL is seeking an energetic Florida Paralegal/Legal Assistant for an in-office role.

Must have 2+ years of Florida Estate Planning paralegal experience and paralegal certification or advanced education. Responsibilities include docketing, drafting probate pleadings, and preparing estate planning documents, with Spanish language ability as a plus.

Qualifications

• Paralegal certification or advanced paralegal education preferred.
• Excellent written and verbal communication skills.
• Strong time-management and organizational abilities.
• Florida Estate Planning paralegal experience (2+ years) required.

Responsibilities

• Organize files and advance cases.
• Docket and schedule events.
• Draft probate pleadings and estate planning documents (Wills, Trusts, Deeds, Durable POA).
• Communicate updates to clients and gather information.
• Assist attorneys for signing meetings.
• Log weekly case updates and maintain files.

Skills

Paralegal certification

Oral & written communication

Time management

Organizational skills

Spanish speaker

Education

High school diploma

Advanced paralegal education preferred

Tools

WealthCounsel

Westlaw Form Builder

Clio Manage

Google Drive

Google Mail

Google Calendar

Job description

Boutique law firm is looking for an energetic and experienced Florida Paralegal/Legal Assistant to join our team. Their main office is located in Hollywood, FL, and this position is an in-office position only.

Responsibilities

• Organizing Files and moving them forward
• Docketing and scheduling events
• Drafting probate pleadings
• Drafting Estate Planning Documents: Wills, Trusts, Deeds, Durable Power of Attorney
• Communicating updates to clients and gathering information
• Helping attorneys prepare for signing meetings
• Weekly case management meetings and logging updates to case files

Qualifications

• Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education
• Strong oral and written communication skills
• Must have great time-management skills and organizational skills

• Florida Estate Planning paralegal for 2+ yearsrequired
• A high school diploma is required, but advanced training at a college or university is preferred
• Experience with document building software, WealthCounsel, and/or Westlaw Form Builder is required, but we will consider candidates with similar software experience
• Experience with Clio Manage is preferred, but we will consider candidates with similar practice management software experience
• Experience with using Google Mail, Google Drive, and Google Calendar is preferred and a plus, but not required
• Type 70-100 WPM is required
• Spanish Speaker