Paralegal
Synectics
We are seeking an experienced Estate Planning, Probate & Trust Administration Paralegal to join an established law firm in Jupiter, Florida. The ideal candidate will have 3+ years of experience, strong organizational skills, and a client-focused approach, with the ability to independently manage estate planning, probate, and trust administration matters while working closely with attorneys and families.
Responsibilities- Independently manage estate planning, probate, and trust administration files from intake through closure.
- Meet with clients to gather information and identify estate planning needs.
- Prepare estate planning documents and related legal materials.
- Guide personal representatives, trustees, and beneficiaries through probate and trust administration.
- Prepare and e-file probate pleadings.
- Prepare and e-record required legal documents.
- Maintain regular communication with clients and provide case updates.
- Handle prospective client intake calls and prepare engagement letters.
- Schedule and lead client consultations and meetings as appropriate.
- Maintain accurate and organized case files and documentation.
- 3+ years of experience in estate planning and probate.
- Ability to manage matters independently with minimal supervision.
- Exceptional attention to detail and accuracy.
- Strong organizational, time-management, and multitasking skills.
- Ability to prioritize competing responsibilities in a fast-paced environment.
- Excellent client relationship and communication skills.
- Strong written and verbal communication abilities.
- Proficiency with Microsoft Office and Outlook.
- Experience with LexisNexis, Lawgic, Simplifile, and TimeSlips preferred.
- Self-motivated, dependable, and team-oriented.
Vacancy posted 3 days ago
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