Legal Assistant - Paralegal - Rogers, Morris & Ziegler LLP

We are looking for a self-motivated Legal assistant to ensure effective case management of Probate, Trust Administration and Estate Planning related matters handled by our office. The Legal assistant should have at least 3 years of experience with Probate, Trust Administration and Estate Planning. The Legal Assistant will provide a spectrum of legal services under the supervision of an attorney which will consist of the following responsibilities and require the following skills.

Responsibilities

·       Will assist with intake of death certificate and decedent’s estate documentation.

·       Will prepare and file necessary court documents to open estate, process the estate, and close the estate.

·       Schedule hearings, trials, mediations and depositions.

·       Locate and develop case relevant information

·       Prepare certain documents associated with client’s estate planning.

·       Organize and complete estate planning packages for client.

·       Correspondence with the client.

·       Answer and direct phone calls

·       Maintain contact lists

·       Monitor deadlines and juggle calendars

Skills

·       Proven working experience as legal assistant or legal secretary in the areas of estate planning, probate and trust administration.

·       Have a knowledge of the probate process and courts rules in Palm Beach, Broward and Miami-Dade.

·       Familiarity with law, legal procedures and protocols, and court system

·       Satisfactory knowledge of day-to-day operations of a legal office

·       Computer literacy

·       Proficiency in English

·       Working knowledge of case management software

·       Excellent secretarial and organizational skills

·       Ability to juggle multiple activities and work under pressure

·       Ability to work well with a team.

·       Have a general understanding of estate planning.