Probate Paralegal

Ascension Global Staffing & Executive Search is seeking for a Probate Paralegal for our client's firm in Coral Gables, FL.

This role involves working directly under the estate planning attorneys, both the Managing Partner as well as the Associate/Director of Planning. This team member creates a relationship with the client that starts when they engage the firm and becomes the client’s main point of contact until the conclusion of representation. 

• Review debriefs and create or review spreadsheets confirming the design/outline and specific instructions for the client’s matter
• Gather and confirm details and missing information with the client and answer any questions they may have
• Draft simple or complex Revocable Living Trusts/Last Will and Testaments, Trust Amendments, Will Codicils & Ancillary documents
• Draft Irrevocable Trusts
• Draft real estate deeds
• Draft affidavits
• Draft Corporate assignments to Trusts and Corporate Acceptances. Provide updated transfer ledgers to reflect changes
• Create legal diagrams and charts to provide graphical representations of estate plans and corporate structures
• Review Estate Planning, Kids Protection Plan, and Corporate Black Book Binders before delivery to clients
• Responsible for filing corporate formations and entity maintenance and renewals
• Responsible for preparing EIN authorizations, SS4 Forms and obtaining EINs
• Lead the Signing Ceremony meeting and notarize all executed documents. During this meeting all final fiduciary information is reviewed and confirmed and all client questions are answered thoroughly while refraining from ever giving legal advice
• Review Asset Spreadsheets and gather necessary information (ex. confirm title of properties, ownership of business interests) to coordinate and conduct Funding Meeting
• Conduct the Funding Meeting to discuss how to properly title assets/name beneficiaries. Have clients sign self funding acknowledgmentQualifications:
•  You MUST be able to handle working with several different databases of information (Clio, Monday.com, Wealth Counsel, and online portals). One of your most critical and immediate jobs will be to learn, understand and master the systems that have contributed to our success
•  Word Adobe, and Excel is expected; knowledge of Clio, Monday.com, is a plus
• At an absolute minimum, you should have a strong work ethic, common sense/ good judgment, a professional appearance, and a positive demeanor
• Bilingual (English/ Spanish) is a MUST