Paralegal - Trusts & Estates

$49,920 - $62,400/Yr

Lippes Mathias Wexler Friedman Llp - Jacksonville, FL

Full-time - Mid Level

Jacksonville, FL

101-250 employees

Professional, Scientific, and Technical Services

About the position

The Paralegal position at Lippes Mathias LLP focuses on supporting the Trusts & Estates practice group by providing high-quality and personalized service to clients. The role involves drafting various estate planning documents, managing probate and trust administration cases, and utilizing specialized software to prepare necessary legal documents. The ideal candidate will have a strong background in law, particularly in probate matters, and will be expected to work collaboratively within a team while maintaining a high level of attention to detail.

Responsibilities

• Drafting estate planning documents such as wills, revocable trusts, powers of attorney, declaration of health care surrogate, and living wills.
• Drafting and filing probate and trust administration documents.
• Managing estate and probate caseload and calendars under attorney supervision.
• Obtaining asset information through contact with clients, accountants, and financial institutions.
• Utilizing probate software to prepare inventories, accountings, and distribution schedules.

Requirements

• At least 3 years of experience in a law firm environment.
• Experience with probate document preparation and electronic filing.
• Knowledge of probate court rules.
• Proficiency in Lawgic, Microsoft Word, Excel, and Outlook.
• Knowledge of ProLaw or similar document management systems.
• Strong interpersonal and communication skills.
• Ability to work effectively within a team and delegate work as appropriate.
• Ability to complete projects with little oversight and direction.
• Ability to use discretion and handle confidential information.
• Ability to meet deadlines and produce high-quality work products.
• Accurate typing speed of 60+ wpm required.
• Strong attention to detail and excellent organizational skills.

Benefits

• Profit sharing
• Health savings account
• AD&D insurance
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Employee assistance program
• Vision insurance
• 401(k) matching
• Employee discount program