Legal Assistant, Probate/Estate Planning

Join an esteemed local law firm as a Probate and Estate Planning Legal Assistant, where you will play a vital role in supporting attorneys and clients through the probate and estate planning process. This is an excellent opportunity for a detail-oriented individual with a passion for legal procedures and client service to thrive in a dynamic and rewarding environment.

Responsibilities:

1. Assist attorneys in managing probate and estate planning cases from inception to closure.
2. Prepare, draft, and review legal documents related to probate matters, including wills, trusts, and powers of attorney.
3. Coordinate client meetings, appointments, and court appearances, ensuring schedules are organized and efficient.
4. Communicate with clients, beneficiaries, and other parties involved in probate proceedings, providing updates and answering inquiries.
5. Conduct research on probate laws, regulations, and procedures to support attorneys in case preparation and strategy.
6. Maintain accurate and organized electronic and paper files for probate cases, including client records, correspondence, and court filings.
7. Assist in the preparation of estate planning documents, including trust agreements, advance directives, and guardianship nominations.
8. Collaborate with attorneys and other legal staff to ensure compliance with deadlines, court rules, and client expectations.
9. Handle administrative tasks such as billing, invoicing, and managing client accounts related to probate and estate planning matters.
10. Provide general administrative support to the legal team, including answering phones, scheduling appointments, and managing office correspondence.

Qualifications:

1. Minimum of 2 years of experience working as a legal assistant or paralegal in probate and estate planning practice.
2. Proficiency in legal research and document drafting using Microsoft Office Suite and legal software such as Clio or MyCase.
3. Strong understanding of probate laws, procedures, and terminology.
4. Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
5. Exceptional organizational skills and attention to detail, with the ability to manage multiple tasks and deadlines effectively.
6. Demonstrated ability to work independently as well as collaboratively in a team-oriented environment.
7. Certification as a paralegal or legal assistant is a plus.

Ways To Apply: (choose one)

• Resumes may be emailed to Citlali.Fuentes@expresspros.com
• Complete an online application on our website https://apply.expresspros.com/account/login submit it to the Fort Myers, Florida location

About Express Employment Professionals:

Express can help you find the type of job that is a perfect fit for your needs and abilities, and you’ll never pay a fee for our services and support; we are a Human Resources Solution company assisting business in finding top talent. Express can place you in a wide range of niche industries including Administrative, Professional, Medical, and Commercial positions. We are able to fill these needs through direct hire and contract opportunities. In 2023 we put over 2500 people to work in the Lee County Area.