Probate & Estate Planning Paralegal

The Probate & Estate Planning Paralegal will be responsible for drafting, editing, reviewing, and filing probate pleadings and estate planning documents. This position acts as the crucial link between our attorneys and our clients, ensuring fluid and effective communication. The successful candidate will not only manage the comprehensive preparation of documents for client consultations but also oversee the orderly progression of cases to their conclusion.

Key Responsibilities:

• Facilitate the drafting, editing, reviewing, and filing processes for probate pleadings and estate planning documents with meticulous attention to detail.
• Serve as the primary conduit for communication between attorneys and clients, providing exemplary service and fostering positive relationships.
• Prepare, organize, and compile essential documents ahead of client meetings, efficiently managing the flow of cases from start to completion.
• Cultivate and maintain professional relationships with clients and colleagues through consistent in-person, email, and telephone interactions.
• Accurately calculate and monitor deadlines, implementing calendar reminders for both personal and attorney-led tasks to ensure timely compliance.
• Expertly utilize a variety of technological resources and systems to gather, organize, and accurately document case-relevant information.
• Handle sensitive and confidential information with the highest level of discretion.
• Undertake administrative duties related to file preparation, organization, and maintenance, contributing to streamlined case management.

Job Requirements:

• Previous Probate Experience Required
• Previous Estate Planning Experience Required
• An outgoing personality with excellent phone and interpersonal skills.
• Proficiency in Microsoft Office or WordPerfect.
• Ability to multi-task.
• Experience with hourly time tracking/billing is required
• Florida Registered Paralegal preferred, or goal to obtain that certification in the future.
• A High school diploma/GED is required.

Ideal Candidate:

The Probate and Estate Planning Paralegal we seek will demonstrate unparalleled organizational skills, precision, and efficiency. The ability to juggle multiple priorities while adhering to deadlines is crucial. We value a proactive, problem-solving approach and a commitment to confidentiality and client service.

This role is an excellent opportunity for a professional looking to make a significant impact within a supportive and dynamic team environment, offering both personal and professional development.

Job Type: Full-time

Benefits:

• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Saint Petersburg, FL 33710: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office or WordPerfect: 1 year (Required)
• Probate: 1 year (Required)

Work Location: In person