Estate Planning & Probate Paralegal
Lulich & Attorneys, P.A.
Sebastian, FL US
Posted ago
Lulich & Attorneys, P.A.

Estate Planning & Probate Paralegal

  • A high level of emotional intelligence and a Team Player are minimum requirements.
  • The ability to excel in a culture of accountability.
  • Previous experience in estate planning, trust administration and/or probate administration is required.
  • Desire to grow personally and professionally in a team environment.
  • Be held accountable to pre-assigned Key Performance Indicators and Deadlines
  • Excel in a team/department and also independently
  • Fundamental understanding of technology and a willingness to adapt to technology changes.
  • Proficient computer skills (Word, Excel, and Outlook)

Estate Planning & Probate Department

If you are looking for a company that values their employees, our Estate Planning and Probate Department is looking for an individual with a high degree of accuracy and attention to detail. This position may be for a Paralegal in our Estate Planning Department depending on prior experience.

Responsibilities

Estate Planning and Probate Daily Tasks

  • Assisting in the drafting and preparation of Estate Planning Documents, including Last Will Testaments, Power of Attorneys, Living Will, Revocable Living Trust, and Irrevocable Trusts
  • Transmitting draft documents to clients for review, scheduling appointments to sign, greeting Estate Planning clients for final review, and witnessing signings
  • Scanning completed documents to file, copying and compiling document packages for client
  • Initiating a Probate case file and gathering the requisite documents
  • Working under the supervision of the Probate Attorney to ensure a smooth administration of
  • probate matters
  • Answering incoming phone calls for the law firm, screening and transferring them to the corresponding person
  • Calling and emailing clients providing case updates relative to the status of their legal case
  • Documenting case details
  • Creating Invoices and working with the Bookkeeper to process payments
  • Generating status reports and setting priorities
  • Maintain client confidentiality through proper documentation and maintain good working relationships with clients, lawyers, and insurance companies
  • The position offers health insurance, performance bonuses, and a competitive salary

Qualifications

  • Previous Experience in the Estate Planning and/or Probate Industry
  • Bachelor's Degree is Preferred but is not required
  • Ability to work Full-Time In-Office/Hybrid Option is not available upon starting
  • Lives in close proximity to the Sebastian Office, or plans to relocate
  • Excels in a Team Environment

Compensation
$19 - $26 hourly
About Lulich & Attorneys, P.A.

Lulich & Attorneys, P.A. is a fast-paced, high-growth law firm with two offices in Indian River County. We are ready for you to join our amazing team in our Sebastian Office!

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