What are the responsibilities and job description for the Estate Planning Paralegal position at Finley Stetson?
About Us
We are a well-established Florida law firm specializing in estate planning, estate administration and probate. Our mission is to provide personalized, professional legal services to our clients with integrity and compassion.
Job Summary:
We are seeking a skilled and detail-oriented Estate Planning Paralegal to join our dynamic team.
Key Responsibilities:
- Document Preparation and Management:
- Draft, proofread, and finalize estate planning documents, including wills, trusts, powers of attorney, advance directives, and deeds.
- Draft, proofread, and finalize probate pleadings, including fiduciary accountings.
- Maintain and organize client files, both electronically and physically, ensuring accuracy and confidentiality.
- Manage probate files, including ensuring compliance with all deadlines.
- Client Interaction:
- Communicate with clients to gather and organize necessary information for estate planning.
- Schedule and assist in client meetings, including document signings and notarizations.
- Research and Compliance:
- Conduct legal research on Florida estate planning and probate laws to ensure documents comply with state requirements.
- Stay updated on relevant changes in laws and regulations affecting estate planning.
- Administrative Support:
- Track deadlines and manage case workflows to ensure timely completion of projects.
- Assist attorneys with court filings, document recording, and correspondence with clients and external parties.
- Team Collaboration:
- Work closely with attorneys and other team members to provide high-quality service to clients.
- Coordinate with financial advisors, accountants, and other professionals as needed.
- Key Performance Indicators:
- 1,500 annual billable hours.
- 90% of projects completed on time.
Requirements:
- Education and Experience:
- Bachelor's degree or paralegal certification preferred.
- Minimum of 3 years of experience in estate planning and probate law, preferably in Florida.
- Skills:
- Strong knowledge of Florida estate planning and probate laws.
- Proficiency in Microsoft Office Suite and legal practice management software.
- Exceptional organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Familiarity with e-filing and document recording processes in Florida courts is a plus.
- Familiarity with WealthCounsel and Westlaw Form Builder a plus.