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Probate and Trust Paralegal

Location : Crystal River, FL
Job Type : Regular
Reference Code : 11332757
Hours : Full Time
Required Years of Experience : 5
Required Education : High School Diploma or Equivalent
Travel : No
Relocation : No

Job Description :
Probate and Trust Paralegal/Legal Assistant   

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

Responsibilities:


  • Communicating with clients, assisting clients with identifying, gathering and valuing assets.

  • Preparing various probate and trust administration documents Communicating with financial institutions and preparing funding documents.

  • Managing a docket system and tracking deadlines.

  • Setting appointments, calendaring, tasking, assisting the lawyers as needed.

  • Setting up files, copying, scanning, emailing, overseeing execution of legal documents and other duties as needed. 



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 probate and trust administration experience including familiarity with general probate and trust administration concepts.

  • Knowledge of probate and trust administration rules, statutes, court procedures, and relevant deadlines.

  • Knowledge of Word, Excel and Outlook.

  • Communication skills; both oral and written. 

  • Organizational and time management skills. 


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