Paralegal / Estate Planning

Fergeson Skipper, P.A. is a full-service law firm that offers estate planning, estate and trust administration, estate and gift taxation, business law, real estate, and litigation services. We are located in Sarasota, FL and are committed to staying in sync with the city's growing economy and our clients' expectations. We offer stability and longevity in your career, competitive wages, and a well-rounded benefits package.

Role Description

This is a full-time role for an experienced Paralegal in our Estate Planning department. We are looking for a motivated team-member who is detail-oriented and can manage a steady workload.

Key Responsibilities:

• Prepare documents related to estate planning: Types, transcribes, revises, and proofreads legal documents accurately, prioritizes assignments, and meets specific deadlines on projects
• Review and proofread legal documents for accuracy
• Coordinates client billing matters, prepares billing letters and other requested client financial updates
• Ability to proofread correspondence, pleadings, and other legal documents.
• Schedule client appointments in coordination with the attorney or legal assistant
• Managing electronic and paper case files
• Client communication as necessary
• Consistently deliver outstanding client service and quality
• Other duties as assigned

Desired Qualifications:

• Minimum of 2 years of experience as a paralegal or legal assistant within the areas of Estate Planning
• Strong attention to detail
• Excellent writing, research, and proofreading skills
• Time management skills to handle multiple tasks efficiently and accurately.
• Independent judgment and discretion in management of workload
• Ability to maintain confidentiality of sensitive information
• Professional phone etiquette and interpersonal skills
• Proficiency with Microsoft Excel, Word and Outlook
• Knowledge of working with law firm case/document management programs
• Ability to perform effectively within established time limits and ongoing deadlines
• Notary Public or willing to become a Notary Public
• Paralegal Certificate a plus

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Estate planning: 2 years (Required)
• Paralegal: 2 years (Preferred)

License/Certification:

• Florida Notary (Preferred)
• Paralegal Certificate (Preferred)

Ability to Commute:

• Sarasota, FL 34236 (Required)

Ability to Relocate:

• Sarasota, FL 34236: Relocate before starting work (Required)

Work Location: In person

Salary : $70,000 - $80,000