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Trust and Estates Paralegal

RMZ Law | Rogers, Morris & Ziegler LLP
Fort Lauderdale, FL Full Time
POSTED ON 3/19/2025 CLOSED ON 4/18/2025

What are the responsibilities and job description for the Trust and Estates Paralegal position at RMZ Law | Rogers, Morris & Ziegler LLP?

Just after the City of Fort Lauderdale was incorporated in 1911, our very own Mr. Rogers and Mr. Morris founded RMZ Law in 1925. We are honored to be the oldest law firm founded in Broward County and are excited to celebrate 100 years of providing legal services to the community. We are growing our practice areas and are seeking a motivated and hardworking individual to join the RMZ Law family. We value a candidate with an ownership mindset who cares about their work product, is interested in improving self and the team, and wants a workplace to call home.


We are seeking to hire a Legal Assistant/Paralegal to support the Estate Planning Team. We are looking for an individual with at least 3 years of experience in a law firm supporting an Estate Planning practice. In this role, the employee will provide a spectrum of legal support which will consist of the following responsibilities and require the following skills and experiences.

Responsibilities:

  • Assist attorneys in drafting and reviewing legal documents related to estate planning (wills, trusts, and probate).
  • Monitor deadlines, conduct legal research, and file documents.
  • Answer and direct phone calls, schedule appointments, scan, copy, save documents, send out mailings, prepare conference room and papers for client meetings, etc.
  • Provide timely and courteous correspondence with clients and outside vendors.
  • Assist team with estate planning procedures and processes.
  • Act as occasional backup for receptionist time off: answering phones and greeting office guests.


Skills and Experiences:

  • 3 or more years working experience as Legal Assistant/Secretary or Paralegal in a law office supporting Estate Planning attorneys.
  • Knowledge of the courts rules in Palm Beach, Broward and Miami-Dade.
  • Aptitude with Microsoft Suite (Outlook, Word, and Excel) and PDF writers (Nuance or Adobe).
  • Experience using a legal case management software (ideally PracticeMaster) for saving documents and correspondence and for entering your time.
  • Excellent administrative and organizational skills.
  • Ability to work cooperatively with a team.
  • Interest in taking initiative to suggest and/or implement process improvements.
  • Ability to juggle multiple tasks at a time, maintain a high quality of work, and keep deadlines.
  • Excellent English both written and spoken and ability to proofread documents for accuracy.


RMZ Law Benefits of Employment:

  • Work with a leadership team that values the team, clients, and community and is dedicated to providing quality, personalized legal services.
  • Work with a team that enjoys working at RMZ Law – the average tenure is 11 years.
  • Work in a downtown Fort Lauderdale office with plenty of free open-air parking.
  • 10 Paid Holidays and Paid Time Off accrued upon start date and increases based on tenure.
  • Subsidized Health Insurance including dental, vision, disability, and life insurance.
  • Traditional and Roth 401k eligibility and employer matching after 1 year of employment.
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