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Estate Planning Paralegal

Location : Crystal River, FL
Job Type : Regular
Reference Code : 11332748
Hours : Full Time
Required Years of Experience : 5
Required Education : High School Diploma or Equivalent
Travel : No
Relocation : No

Job Description :
Estate Planning Paralegal or Legal Assistant  

Summary:
Our boutique law firm located in Crystal River, Florida is seeking an experienced estate planning paralegal or legal assistant. The ideal candidate should exhibit attention to detail, be a team player, and ability to work in a fast-paced environment. 

Responsibilities:


  • Communicating with clients Preparing estate planning documents.

  • Communicating with financial institutions and preparing funding documents, setting appointments, manage the calendaring.

  • Assist the lawyers, setting up files, copying, scanning, emailing, overseeing execution of legal documents.  



Work Schedule: Position is full-time, Monday through Friday 8:00 am to 5:00 pm

Salary: DOE. 
Required Qualifications :
Requirements: 

  • High School Diploma or GED. 

  • 5 years minimum experience.

  • Recent estate planning experience including familiarity with estate planning documents and general estate planning concepts.

  • Knowledge of Word, Excel and Outlook.

  • Communication skills - both oral and written.

  • Organizational and time management skills. 


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