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.

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

• 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

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!