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Probate Paralegal

Salary undisclosed

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Title: Probate Paralegal
Duration: Full Time
Location: Jupiter, FL (Onsite)

Salary: $52/k Annually + Bonus

About:
Our Client has a reputation for honesty, warmth and humor which remain the foundation of their culture today.
These traits, shared by their entire team, enable them to explain and demystify legalese in easy- to-understand language when speaking to clients.
As a result, their clients receive solid legal advice and support with a personal touch giving them confidence in choosing this firm as their trusted lawyers for life.

Position Overview:
In this role, you will handle the drafting and execution of Estate Planning documents and manage the opening and closing of Probate, Trust, and Guardianship matters.
You will collaborate closely with attorneys, legal assistants, and administrative staff, serving as the air traffic controller of workflow.
The ideal candidate will have experience in Estate Planning, particularly with Wealth Counsel, a leading drafting software.

Responsibilities include but are not limited to:
Initial client intake
Working in the firm database program inputting client information
Coordinating scheduling and process flow
Coordinating drafting assignments (with the ability to jump in and draft or edit when necessary) and managing timeliness of document production/output
Calling and/or emailing clients to schedule follow-up meetings or to obtain information
Working with staff to print and collate Estate Planning documents for execution
Acting as a Witness or Notary during document signings
Providing accurate non-attorney information in-person and via phone/email
Updating calendars and scheduling meetings
Performing other clerical duties such as filing, photocopying, scanning and faxing.

Requirements:
Minimum of 3 years as a Paralegal or Legal Assistant with experience in probate matters.
Experience in estate planning, with hands-on experience using Wealth Counsel to draft estate planning documents.
Proficiency in Microsoft Office Suite.
Experience with law database management or billing management programs.
Hands-on experience with office equipment (e.g., scanners, printers, and fax machines).
Professional and upbeat attitude and appearance.
Solid written and verbal communication skills.
Ability to be resourceful and proactive when issues arise.
Excellent organizational skills and an eye for detail.
Ability to maintain confidentiality.
Common sense and sound judgment.
Strong multitasking and time-management skills, with the ability to prioritize tasks effectively.
Flexibility to change direction based on client priorities.
Calm and poised demeanor, with the ability to work well independently and as part of a team.
Fluency in Spanish a plus

Educational Background:
High School degree
College, additional relevant certifications or trainings a plus

Work Type:
Full-time

Schedule:
Monday Thursdays from 8:30 A.M. to 5:30 P.M. and Friday from 8:30 A.M. to 2:00 P.M.

Salary & Benefits:
Bonus
PTO
Holidays
Continuing Education opportunities
Growth potential
Team training sessions
Free parking

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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