Trusts And Estates Paralegal in Fort Myers, FL| LawFirmStaff

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Title : Trusts And Estates Paralegal

Location : Florida - Fort Myers
Refer to Job # JWVI804409


Trusts and Estates Paralegal Responsibilities: Drafting and filing estate planning and probate documents. Preparing binders for trial, hearings, and mediations. Managing files. Extensive Communication with clients. Providing general administrative support. Serve as contact for clients, beneficiaries, appraisers, accountants, real estate agents and financial advisors. Assist with all aspects of estate and trust administration including drafting. Assists in the execution of estate planning documents and maintains associated client files. Collects, values and inventories real and personal property for estate planning. Tracks, maintains and accounts for all receipts to and disbursements from the client estate or trust in format required by Probate Court. Opens and monitors guardianship accounts including annual accountings and tax returns. Handles all client telephone calls and requests. Qualifications: Must be able to take direction and work independently. Ability to work in a fast paced environment by completing multiple time-sensitive tasks on a daily basis. Excellent word processing and proof reading skills. Excellent administrative skills. Extremely professional, well organized, detail oriented, and must have the ability to multitask in a high activity environment. Be able to actively prioritize and re-prioritize assignments, and operate well under pressure. Excellent written and verbal communication skills. Florida Notary Public Required. Experience as a Paralegal is highly necessary. Previous use of firm's current practice management systems is a plus.
 
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