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Probate And Trust Paralegal

Company: Ledbetter Law Group
Location: Venice
Posted on: November 19, 2022

Job Description:

Probate and Trust Paralegal - Experience Preferred

At Ledbetter Law Group, our boutique law firm focuses on helping clients with their estate planning, real estate, and estate/trust administration needs. We work hand-in-hand with our clients in providing them with a detailed process to ensure that the probate and/or trust administration process is smooth and complete. We want our clients to experience ultimate satisfaction and peace of mind.

Were searching for a paralegal with experience handling probate and trust administration cases to join our team.

We value our staff and offer the following:



Quarterly bonus (discretionary)
Group health benefits
Simple IRA with employer annual 3% match
16 days PTO
10 paid holidays
Flexible hours
Free Parking
Team building activities
Regular team meetings
Team lunches
Coffee/tea
CLE and notary paid
Superb firm culture
Caring co-workers

Our ideal candidate has a minimum of 2+ years of experience in the practice areas of estate and trust administration and is energetic, service-oriented, reliable, well-organized, precise, detail-oriented, highly ethical, and hardworking. Someone who has worked in a bank trust department is also encouraged to apply.
Must be able to climb stairs as the candidate's position is on the second floor with no elevator.
Compensation commensurate with experience - applicable range: $52,000-$75,000/year
To apply for this position, please submit adetailedresume as well as a cover letter telling us why you are searching for a new position, why you are the best fit for our firm, and your salary expectations, as well as completing the DISC assessment and proficiency exams.
Emails, phone calls, or in-person applications will not be considered. No agencies, please.
Full-time (part-time considered in the right scenario).
After 90 days probationary period, possibilities for some remote work.

Responsibilities:
Job duties include but are not limited to:
Preparing correspondence
Drafting pleadings, and other legal documents
Communication with clients
Working with the County Clerks office and communicating with Judicial Assistants
Maintaining correspondence with clients and other involved parties
Performing various administrative tasks required to organize and maintain files (copying, scanning, faxing, etc.)
Creating annual accountings
Accurately entering billable time
Managing a caseload of open files
Attendance at firm events, such as client appreciation, and team-building activities
Work closely with beneficiaries, personal representatives, and trustees
Keeping an accurate case list

The candidate hired will work directly supervising legal counsel.

Qualifications:
Possess the ability to work independently
Possess the ability to prioritize duties
Possess the ability to complete assignments in a timely manner.
Have excellent organizational skills
Work efficiently in a fast-paced environment while maintaining a positive attitude
Are organized, detail-oriented, and able to work independently but as a team member
Are extremely proficient with Microsoft Word, Excel, and Adobe PDF software
Proficient in Practice Panther client management software
Possess strong written and verbal communications skills
Comfortable working in a team environment
Have familiarity with timekeeping software and experience working in a law office
Have experience in working with probate as well as trust administration
Must understand time management
2 to 5 years of experience
A paralegal certificate is a plus!
Florida Notary Public
Lives within 30 minutes of Venice
Background check and references required

About Company:
At Ledbetter Law Group we value and protect the culture of our firm. Joining the Ledbetter Law Group team is about more than just clients, documents and legal work. We value each other and enjoy the people with whom we work.

Keywords: Ledbetter Law Group, Palmetto , Probate And Trust Paralegal, Other , Venice, Florida

Click here to apply!

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