Probate Paralegal

Workway, Inc.•Melbourne, FL

4d•Onsite

About The Position

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Probate Paralegal opportunity with a well-established Family Law Firm located in Melbourne, FL. The Probate Paralegal is responsible for the specific duties listed below. Your specific duties will include: Communicating professionally and compassionately with clients, financial institutions, courts, government offices, and other third parties. Assisting attorneys with probate administration matters from opening through completion. Prepare probate petitions, notices, pleadings, correspondence, and other legal documents. Assist with preparing and filing documents with probate courts and government agencies. Monitor probate and trust administration deadlines and ensure timely completion of required tasks. Communicate and draft correspondence to probate courts, clerks, financial institutions, government agencies, beneficiaries, creditors, and other third parties. Scheduling client meetings, coordinating materials, and preparing attorneys for meetings in accordance with their preferred workflow and style. Performing basic to intermediate legal research. Organizing, maintaining, and updating client files and case records.

Requirements

3–5+ years of experience in probate or trust administration.
Strong knowledge of probate processes and procedures.
Excellent written and verbal communication skills.
Exceptional organizational and time-management abilities with a high level of attention to detail.
Strong analytical, research, documentation, and problem-solving skills.
Strong computer proficiency, including Microsoft Office.

Nice To Haves

Paralegal Certificate preferred.
Prior experience with legal case-management software and HotDocs software.
Notary Public commission/certification preferred.

Responsibilities

Communicating professionally and compassionately with clients, financial institutions, courts, government offices, and other third parties.
Assisting attorneys with probate administration matters from opening through completion.
Prepare probate petitions, notices, pleadings, correspondence, and other legal documents.
Assist with preparing and filing documents with probate courts and government agencies.
Monitor probate and trust administration deadlines and ensure timely completion of required tasks.
Communicate and draft correspondence to probate courts, clerks, financial institutions, government agencies, beneficiaries, creditors, and other third parties.
Scheduling client meetings, coordinating materials, and preparing attorneys for meetings in accordance with their preferred workflow and style.
Performing basic to intermediate legal research.
Organizing, maintaining, and updating client files and case records.