Estate & Trust Legal Assistant — Flexible Schedule & Growth

ROOTH & ROOTH PA; Florida; Presencial; USD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Descripción de la vacante

ROOTH & ROOTH PA in Florida is seeking an experienced legal assistant to support estate planning, probate, and trust administration. You will communicate with clients, prepare and manage documents, and ensure timely filing and organization.

The role requires detail orientation, strong written and verbal communication, and proficiency with Prevail software and Microsoft Office. Both full-time and part-time schedules are available to accommodate the right candidate.

Formación

• Previous experience as a Legal Assistant is required.
• Familiarity with legal procedures and court systems.
• Strong verbal and written communication skills.
• Highly organized with document management experience.
• Proficiency in Microsoft Office and case management software.
• Capable of multitasking and attention to detail.
• Hours: full-time or part-time.

Responsabilidades

• Communicate with clients
• Enter client information into case management system - Our office uses Prevail Software
• Prepare case-specific documents, including Petitions for administration and Trust administration documents, letters of instruction and emails and letters to clients and beneficiaries
• Prepare wills, trusts, durable powers of attorney and health surrogates
• Ensure that file is well organized
• Maintain a system to follow a timeline for each administration
• E-file court documents
• Maintain and update documentation
• Provide general administrative support including phone and client contact as needed

Conocimientos

Verbal communication

Written communication

Document management

Organization

Multitasking

Attention to detail

Herramientas

Prevail Software

Microsoft Office

Descripción del empleo

ROOTH & ROOTH PA in Florida is seeking an experienced legal assistant to support estate planning, probate, and trust administration. You will communicate with clients, prepare and manage documents, and ensure timely filing and organization.

The role requires detail orientation, strong written and verbal communication, and proficiency with Prevail software and Microsoft Office. Both full-time and part-time schedules are available to accommodate the right candidate.