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Probate, Estate Planning & Guardianship Paralegal (Saint Petersburg)

Company: The Estate Plan
Location: Saint Petersburg
Posted on: June 21, 2022

Job Description:

*Applications which do not meet the requirements, education or experience below will not be considered as this is not an entry level position at this time. We are presently looking for experienced paralegals as indicated below. If you would like to be considered for a future entry level position in the future, please submit your resumes to ...@tepfl.com and do not apply for this position. Thank you for your understanding!*
Description: ENERGETIC Probate, Estate Planning & Guardianship Paralegal
This is the break you've been waiting for!If you've made it here, you're ready for a change. We are looking for an energetic and experienced Florida Paralegal/Legal Assistant to join our team. Our main office is located in Coral Gables, FL. We are offering this position in office to someone local in the area (preferred), or remote for someone located in a different city in Florida. If remote, you must demonstrate successful experience with working in a remote environment.
We are currently, a team of eight and within three years, we will be at least twenty to twenty five. You will grow with us a business. You'll get an awesome Macbook, along with really great new hardware and an invitation to our Amazon shopping list - because you deserve great equipment in this great opportunity. You've been warned - we laugh a lot, play games during team time, communicate in our chat rooms using emojis and GIFs and will definitely notice and care if you're having a great day.
You:Do you want to be valued, trusted and feel like you're making a difference? We are an entrepreneurial paperless Probate & Estate Planning Law firm that is on track for huge growth and we need an incredible multitasking human to join us in supporting our team and helping our clients.
Us:We want to be known for holding clients' hands through an emotional process, making them feel as though they are in a better position and that they had a team behind them that really cared. We also want to be known for helping our team members hit their professional, personal and financial goals. We are growing fast, and we need a friendly, team-oriented person who can hit the ground running. We need someone with solid computer skills that loves the idea of working with state of the art programs, applications and software to make things more efficient. We want to innovate like Google with the customer service of Disney!
Responsibilities:This position will be responsible for important work, including:

  • Organizing files
  • Docketing & scheduling events
  • Filling out legal forms and assisting clients with filling out forms
  • Drafting letters and court documents for attorney review
  • Writing reports and legal documents for attorney review
  • Thorough legal research into new and novel issues, verifying case law, and reviewing legislation
  • Preparing discovery and responses to discovery demands
  • Meeting with clients to review discovery responses
  • Communicating updates to clients and gathering information
  • Helping attorneys prepare cases for hearings
  • Assisting attorneys in the courtroom and meetings
  • Back up for Legal Assistant, including but not limited to: Check e-filing; Update file; Answer phones; Scheduling
  • Other tasks as assigned
  • Complete 11 hours of annual Professional and educational/CLE development subject to the pre-approval of the firm
  • Weekly case management meetings and logging updates to case files
    Requirements: If you can do these things, then you may be our person:
    • Draft an Estate Plan, including Wills, Trusts, Ancillary Documents & Deeds
    • Manage a Probate, Guardianship and Trust Administration from start to finish
    • Bilingual: English & Spanish
    • Smile when you answer the phone
    • Are comfortable with technology
    • Love calendaring and organizing
    • An awesome juggler of tasks and can change gears quickly
    • Show empathy to clients and put them at ease
    • Understand the importance doing good work, and doing it on time
    • Follow instructions
    • Ask for help when needed
    • Generate creative solutions to workplace problems
    • Proofread and spell check work before turning it in
    • Treat a call at 4:30 pm on Friday with the same care and compassion as one on Monday morning
      Education & Experience:
      • Florida Probate, Estate Planning, or Guardianship paralegal for 3+ years required
      • A high school diploma is required, but advanced training at a college or university is preferred.
      • Experience with document building software; WealthCounsel and WestLaw Form Builder is required, but will consider candidates with similar software experience.
      • Experience with Clio Manage is required, but will consider candidates with similar practice management software experience.
      • Experience with using Google Mail, Google Drive, and Google Calendar is preferred and a plus but not required.
      • Type 70-100 WPM is required.
        This is a full-time job with awesome opportunity for growth, so you absolutely must be able to work in the office or remotely for 40 hours per week. There is an opportunity for bonus compensation for those who can demonstrate their profitability.
        INSTRUCTIONS:Prepare a very short cover letter and email to ...@tepfl.com as follows:
        • The subject line of the cover letter should be your last name in ALL CAPS, followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps. (For example: SMITH probate, estate planning & guardianship paralegal BRILLIANT)
        • Paragraph 1: Tell us something you'd do to make a client feel special when interacting with them.
        • Paragraph 2: Tell us why you applied to this particular position.
        • Closing Sentence - Please write, I have read the instructions contained in the job posting and have followed the instructions.
          We look forward to reviewing your application.
          APPLICATIONS RECEIVED THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED. IF APPLYING THROUGH INDEED, YOU MAY TYPE YOUR COVER LETTER IN THEIR TEXT BOX FOR COVER LETTERS. IF APPLYING THROUGH A THIRD PARTY SITE, SOMETIMES THE PDF'S DON'T ATTACH, SO YOU'LL LIKELY NEED TO FIND THIS JOB ON INDEED AND APPLY THERE.

Keywords: The Estate Plan, St. Petersburg , Probate, Estate Planning & Guardianship Paralegal (Saint Petersburg), Legal , Saint Petersburg, Florida

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