Paralegal
Prime Headhunting and Recruiting, Inc.
Job Description: A well-established law firm in Sarasota, FL , is seeking an experienced Estate Planning Paralegal to join their team. This is a fantastic opportunity for a motivated legal professional who is passionate about estate planning and enjoys working in a collaborative, client-focused environment. Responsibilities:
• Compliance
• Legal Research
• Accountants
• Organizational Skills
• Funding
• Attention To Detail
• Healthcare
• Regulations
• Records
• Administration
• Preparation
• Research
• Software
• Planning
• Communication
• Management
- Assist attorneys in all aspects of estate planning, trust administration, and probate matters .
- Draft and prepare legal documents, including wills, trusts, powers of attorney, and healthcare directives .
- Conduct legal research and prepare summaries on estate planning laws and regulations.
- Manage case files, maintain client records, and ensure compliance with deadlines.
- Coordinate with financial advisors, accountants, and other professionals as needed.
- Assist with estate and trust funding, including asset transfers and beneficiary designations .
- Communicate with clients to gather necessary information and provide case updates.
- Minimum of 4 years of experience as an Estate Planning Paralegal.
- Strong knowledge of estate planning, probate, and trust administration .
- Proficiency in legal document preparation and case management .
- Exceptional attention to detail and organizational skills .
- Excellent communication and client service skills .
- Ability to work independently and manage multiple tasks efficiently.
- Familiarity with estate planning software and legal research tools .
• Compliance
• Legal Research
• Accountants
• Organizational Skills
• Funding
• Attention To Detail
• Healthcare
• Regulations
• Records
• Administration
• Preparation
• Research
• Software
• Planning
• Communication
• Management
Vacancy posted 3 days ago
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