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Estate Planning Paralegal

This listing was posted on WizeHire.

Estate Planning Paralegal

Location:
Venice, FL
Description:

Seeking Estate Planning and Corporate Paralegal in Venice, FL. Ledbetter Law Group, a boutique firm specializing in estate planning, business organization, real estate, and estate/trust administration, is currently hiring an experienced paralegal. Looking for candidates with a minimum of 2+ years of experience in estate planning and business law, preferably in Florida. Ideal candidates are energetic, service-oriented, reliable, well-organized, detail-oriented, ethical, and hardworking. Responsibilities include handling estate planning and business organization cases. Compensation ranges from $55,000 to $65,000 per year, commensurate with experience. Benefits such as quarterly bonuses, group health benefits, PTO, paid holidays, and more offered. Applicants must submit a detailed resume, cover letter, DISC assessment, and proficiency exams for consideration. Full-time position with potential for part-time in the right circumstances. Benefits start after a 90-day probationary period. Responsibilities: Job duties include but are not limited to: • Drafting correspondence• Drafting legal documents• Drafting Wills, trusts, and advance directives• Drafting business organization documents• Communication with clients• Drafting business sales transaction documents• Working with financial institutions• Working with other attorney's offices• Working with the County Clerk’s office• Maintaining correspondence with clients and other involved parties• Performing various administrative tasks required to organize and maintain files (copying, scanning, faxing, etc.)• Experience in using Excel spreadsheets is a plus!• Creating annual minutes and other corporate documents• Maintaining our Corporate Care Program• Accurately entering billable time• Managing a caseload of open files• Work closely with the Lead Paralegal and Attorney• Attendance at firm events, such as client appreciation, and team-building activities• Keeping an accurate case list• Working for a firm with an excellent reputation in the area• Work directly with the supervising attorney Qualifications:• Possess the ability to work independently• Possess the ability to prioritize duties• Possess the ability to complete assignments in a timely manner.• Possess the ability to work as a Team Member• Have excellent organizational skills• Work efficiently in a fast-paced environment while maintaining a positive attitude• Are organized, detail-oriented, and able to work independently but as a team member• Are extremely proficient with Microsoft Word• Are extremely proficient with Microsoft Excel• Are extremely proficient with Adobe• Proficient in Practice Panther client management software• Proficient in using practice management software• Possess strong written and verbal communication skills• Meticulous file documentation• Comfortable working in a team environment• Have familiarity with timekeeping software and experience working in a law office• Have experience in working in estate planning• Have experience in working in business organization matters• Must understand time management• 2 to 5 years of experience• A paralegal certificate is a plus!• Florida Notary Public• Ability to act as a notary public• Lives within 40 minutes of Venice• Background check and references required Compensation: $55,000 - $65,000 yearly About Company: At Ledbetter Law Group, our boutique firm focuses on preparing Estate plans, Administering Estates and Trusts, and handling Real Estate transactions for clients located throughout Sarasota, Manatee, and Charlotte Counties via our offices located in downtown Venice, FL. We work hand-in-hand with clients, providing them with a detailed and stable process to ensure that their goals are accomplished. We want clients to experience ultimate satisfaction and peace of mind. We value our team and offer the following: Quarterly Discretionary bonusHealth InsuranceSIRA with matching 3% contribution16 days PTO10 paid holidaysFlexible hoursFree parkingTeam building activitiesRegular team meetingsTeam lunchesCoffee/teaCLE paid
Company:
Ledbetter Law Group
Posted:
May 1 on WizeHire
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