Estate Planning and Probate Legal Assistant

Job Description

Job Description

We’re seeking a skilled and experienced Estate Planning Assistant to support our growing legal team. The ideal candidate for this position will use their work experience and organizational skills to prepare estate planning documents. We are looking for a PROBATE expert.

We need Medicaid help for our medicaid specialist.

You will be handling all aspects of estate planning and trust administration, as well as assisting clients with trust funding and administration.

Responsibilities:
• Collecting data regarding clients' assets such as savings accounts, investments, and real estate holdings.
• Drafting estate plan documents.
• Drafting trusts, amendments, and modifications to existing documents.
• Funding of trusts.
• Assist clients with trust administration.

Qualifications:
• You must have at least 1 years of experience in FLORIDA PROBATE OR GUARDIANSHIP
• Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education.
• Strong oral and written communication skills.
• Excellent organizational skills, and time-management skills.
• Must have complete familiarity with and ability to use Outlook (email, tasks, and calendaring), MS Word, Excel, and pdf programs (Adobe). You must be able to copy and paste, edit, format, change fonts, colors, save files to different locations, create files, create folders, work with Excel spreadsheets, etc. More than a basic knowledge of these programs is required.
• Prior experience using case management software to manage files

Company DescriptionWe have a paid lunch
Part time
M-F
Looking to hire ASAP

Company Description

We have a paid lunch\r\nPart time\r\n M-F \r\nLooking to hire ASAP