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 # TICE795644


Trusts and Estates Paralegal The candidate will draft and file estate planning and probate documents. Prepare binders for trial, hearings, and mediations. Manage files and extensive Communicate with clients. Provide 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 court. Assist in the execution of estate planning documents and maintains associated client files. Collect, values and inventories real and personal property for estate planning. Track, maintain and account 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. Handle all client telephone calls and requests. The candidate must have 3 years of experience in Wills, trusts, & estate law. Must be able to take direction and work independently. Must have 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 are required. Excellent administrative skills needed. Must have extremely professional, well organized, detail oriented, and must have the ability to multitask in a high activity environment. Must be able to actively prioritize and re-prioritize assignments, and operate well under pressure. Excellent written and verbal communication skills are essential. Experience as a Paralegal is highly necessary. Previous use of firm's current practice management systems is a plus.
 
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