We're looking for a team player with previous experience working knowledge in the Estate Planning and Probate Area! The right person will be friendly, have a keen attention to detail, and enjoy helping others. This person requires a high level of empathy as many of the clients we are working with are going through very challenging times. Our team is growth-oriented, and teamwork is one of our core values.

• Open hard files and files in our case management software system
• Follow up on requested documents from clients and draft initial retainer agreements to be sent to potential new clients
• Input the necessary information for the new files into our Case Management Software System
• Work under the direction of the Department's Paralegal and Attorney to draft needed Estate Planning and Probate Documents on various clients' cases
• Coordinate with clients to sign estate planning and probate documents and request any necessary documentation from clients for the furtherance of their case

• Customer Service Experience is Required
• Previous Experience in the Financial Industry or Legal Industry is Required
• Bachelor's Degree is preferred but not required
• Live in close proximity to our Law Offices

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!