What are the responsibilities and job description for the Estate Planning Paralegal position at Jobot?
Boutique Firm | 401K | PTO/Full Benefits | Annual Bonus
This Jobot Job is hosted by: Jake Vogel
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $60,000 - $75,000 per year
A bit about us:
We provide advice and representation to individuals and families throughout the Tampa Bay area in estate planning, probate and trust administration, and will and trust litigation.
We are a team of estate planning, probate & trust lawyers who have spent years and devoted our careers toward building a law firm that is responsive to the needs of the local families working to secure their financial future, health and happiness.
Job Details
We are a boutique legal firm specializing in estate planning and trust administration. We are currently seeking a highly skilled and dedicated Estate Planning Paralegal to join our team on a permanent basis. The ideal candidate will have a strong background in estate planning, trust administration, and corporate LLC formations. This position offers a unique opportunity to work on-site, allowing for direct interaction with our clients and team.
Responsibilities:
1. Assist in the drafting and review of estate planning documents including wills, trusts, powers of attorney, and health care directives.
2. Manage the administration of trusts and estates including the preparation of probate documents, asset collection and distribution, and estate tax returns.
3. Facilitate corporate LLC formations and other transactional matters.
4. Conduct legal research related to estate planning and trust administration.
5. Maintain client files and manage case progress.
6. Communicate effectively with clients, attorneys, and other professionals to provide updates and gather necessary information.
7. Coordinate with financial institutions, tax professionals, and other parties as needed in the administration of trusts and estates.
8. Keep up-to-date with changes in estate planning and trust law to ensure compliance and best practices.
Qualifications:
1. A minimum of 3 years of experience as an Estate Planning Paralegal.
2. Demonstrated expertise in the areas of estate planning, trust administration, and corporate LLC formations.
3. Proficiency in legal research and document drafting.
4. Exceptional organizational skills and attention to detail.
5. Strong communication skills, both written and verbal.
6. Ability to work effectively both independently and as part of a team.
7. Proficiency in using legal software and Microsoft Office Suite.
8. Paralegal certification or equivalent is preferred.
We are looking for a candidate who is not just looking for a job, but a long-term career with our firm. If you have a passion for estate planning and trust law and are committed to providing top-quality service to our clients, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Jake Vogel
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $60,000 - $75,000 per year
A bit about us:
We provide advice and representation to individuals and families throughout the Tampa Bay area in estate planning, probate and trust administration, and will and trust litigation.
We are a team of estate planning, probate & trust lawyers who have spent years and devoted our careers toward building a law firm that is responsive to the needs of the local families working to secure their financial future, health and happiness.
Job Details
We are a boutique legal firm specializing in estate planning and trust administration. We are currently seeking a highly skilled and dedicated Estate Planning Paralegal to join our team on a permanent basis. The ideal candidate will have a strong background in estate planning, trust administration, and corporate LLC formations. This position offers a unique opportunity to work on-site, allowing for direct interaction with our clients and team.
Responsibilities:
1. Assist in the drafting and review of estate planning documents including wills, trusts, powers of attorney, and health care directives.
2. Manage the administration of trusts and estates including the preparation of probate documents, asset collection and distribution, and estate tax returns.
3. Facilitate corporate LLC formations and other transactional matters.
4. Conduct legal research related to estate planning and trust administration.
5. Maintain client files and manage case progress.
6. Communicate effectively with clients, attorneys, and other professionals to provide updates and gather necessary information.
7. Coordinate with financial institutions, tax professionals, and other parties as needed in the administration of trusts and estates.
8. Keep up-to-date with changes in estate planning and trust law to ensure compliance and best practices.
Qualifications:
1. A minimum of 3 years of experience as an Estate Planning Paralegal.
2. Demonstrated expertise in the areas of estate planning, trust administration, and corporate LLC formations.
3. Proficiency in legal research and document drafting.
4. Exceptional organizational skills and attention to detail.
5. Strong communication skills, both written and verbal.
6. Ability to work effectively both independently and as part of a team.
7. Proficiency in using legal software and Microsoft Office Suite.
8. Paralegal certification or equivalent is preferred.
We are looking for a candidate who is not just looking for a job, but a long-term career with our firm. If you have a passion for estate planning and trust law and are committed to providing top-quality service to our clients, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home
About the Company:
Jobot
Company Size:
500 to 999 employees
Industry:
Legal Services
Founded:
2018
Website:
https://jobot.com/
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