What are the responsibilities and job description for the Estate Planning & Trust Administration Paralegal position at Build My Great Team® by Atticus®?
THIS JOB IS LOCATED IN NAPLES, FLORIDA - WITH FIRM OFERING RELOCATION ASSISTANCE
If you're looking for a career position in a boutique firm where your professionalism and dedication to a job well done are greatly rewarded, we want to hear from you!
Attorney Laird A. Lile is highly regarded as a specialist in estate and trust matters. He has four times been named a Top 10 Super Lawyer in Florida and over 25 times as Top 100 Super Lawyer and serves in numerous appointed and elected positions with The Florida Bar and related organizations. His practice involves estate planning, estate administrations, trust administrations, representation of beneficiaries, and related litigation consultations. Attorney Lile is looking for an experienced paralegal to add to his team.
About The Firm
Trust and estate work requires diligence, accuracy, and attention to detail. We have an extremely busy practice that requires professionalism and a commitment to excellence in everything we do.
Our ideal candidate has a minimum of 5 years' experience in estate planning and probate and trust administration. You consider your position as a career and not just a job and take pride in your work. You possess an extraordinary attention to detail and have a commitment to producing quality work in a timely manner for our clients. You are also proactive and take initiative in addition to being well organized.
Duties include but are not limited to:
To apply for this opportunity, please submit a detailed resume as well as a cover letter telling us why you are searching for a new position and why you are a fit for our firm. Please also complete the Indeed skill assessments that will be sent to you.
Emails sent directly to the firm, phone calls and walk-in applications will not be considered. No agencies please.
Only those candidates being considered will be contacted.
If you're looking for a career position in a boutique firm where your professionalism and dedication to a job well done are greatly rewarded, we want to hear from you!
Attorney Laird A. Lile is highly regarded as a specialist in estate and trust matters. He has four times been named a Top 10 Super Lawyer in Florida and over 25 times as Top 100 Super Lawyer and serves in numerous appointed and elected positions with The Florida Bar and related organizations. His practice involves estate planning, estate administrations, trust administrations, representation of beneficiaries, and related litigation consultations. Attorney Lile is looking for an experienced paralegal to add to his team.
About The Firm
Trust and estate work requires diligence, accuracy, and attention to detail. We have an extremely busy practice that requires professionalism and a commitment to excellence in everything we do.
Our ideal candidate has a minimum of 5 years' experience in estate planning and probate and trust administration. You consider your position as a career and not just a job and take pride in your work. You possess an extraordinary attention to detail and have a commitment to producing quality work in a timely manner for our clients. You are also proactive and take initiative in addition to being well organized.
Duties include but are not limited to:
- Interacting with clients and prospective clients
- Working on estate planning documents
- Preparing and reviewing internal memos
- Understanding parties to deeds and other transactions
- Preparing and filing court documents for probate administration
- Calendaring and monitoring deadlines
- Preparing Form 706 and Form 709
- Preparing fiduciary accountings
- Minimum 5 years' recent experience in estate planning and probate and trust administration
- Florida Registered Paralegal certification preferred; if not already held, FRP certification is required in the first year of employment
- Proficiency with Word, Excel, Outlook, and Adobe is required
- Proficiency with WordPerfect is preferred
- Working knowledge of GEMS is preferred
- Extreme attention to detail
- Excellent proofreading skills and grasp of grammar rules
- Works independently but also as part of a team
- Compassionate and empathetic
- Intellectually curious
- Takes pride in a job well done
- Quarterly bonuses
- 401(k), including employer contributions
- Paid time off, including the week between Christmas and New Year's
- Holidays
- Relocation assistance
- Small office environment
- Waiting period applies. Subject to change without notice
To apply for this opportunity, please submit a detailed resume as well as a cover letter telling us why you are searching for a new position and why you are a fit for our firm. Please also complete the Indeed skill assessments that will be sent to you.
Emails sent directly to the firm, phone calls and walk-in applications will not be considered. No agencies please.
Only those candidates being considered will be contacted.
