Legal Assistant (Estate Planning)

Dean Mead•Vero Beach, FL

6d•Onsite

About The Position

For over 40 years, Dean Mead has been providing exceptional legal services to businesses and individuals across Florida. Dean Mead is seeking a full-time Legal Assistant, based out of our Vero Beach office’s Estate Planning practice. This position offers excellent growth opportunities for those looking to develop their career in the legal field. The ideal candidate will be self-motivated and excited to collaborate with an experienced team of legal professionals. We offer a professional environment with a competitive compensation and benefits program.

Requirements

Minimum of 3+ years’ relevant experience within an estate planning practice area (Required).
Proficient in Microsoft Office Suite and PDF (Required).
Must possess a working knowledge of Florida probate and trust laws.
Ability to manage shifting priorities.
Highly detail oriented and organized.
Excellent interpersonal and communication skills.

Nice To Haves

Experience with legal management softwares, such as iManage and Surepoint (Preferred).

Responsibilities

Maintain paper and electronic files in compliance with firm policies utilizing the firm’s document management system.
Format and proofread correspondence, memos, and other legal documents from written and/or dictated attorney drafts.
Schedule and calendar client meetings, as well as monitor attorney calendars.
Submit billing entries, as well as expense reports.
Draft and file pleadings for summary, formal and ancillary administrations.
Draft and file probate documents such as petitions, inventories, and accountings.
Manage estate inventories and ensure accurate documentation of assets and liabilities.
Prepare estate and gift tax returns.
Organize and maintain case files, oversee case calendars, and monitor crucial deadlines.
Assist Attorneys and Paralegals with administrative tasks as needed.