Probate Paralegal Job at Trust Counsel PL, Coral Gables, FL

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  • Trust Counsel PL
  • Coral Gables, FL

Job Description

**This is NOT an entry-level position. You MUST have prior Trusts & Estates experience as a paralegal. Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Do you exemplify our core values: Hungry, Scrappy, Smart, Anti-Fragile, and Take Ownership to get things done? Look no further! At our Trusts & Estates Law Firm, we are passionate about helping clients preserve and protect their legacy and we are seeking an enthusiastic and dedicated Probate Paralegal who shares our mission and values to join our growing team. This is not an entry-level position. The ideal candidate for this position will use their work experience, good judgment, and skills to draft legal documents and keep matters smoothly moving through the system. You will be client-facing and have lots of client interaction so communication skills are key. You will work out of our Coral Gables office. Your application is 100% Confidential.

WHY CHOOSE TRUST COUNSEL?

A Culture of Camaraderie, Excellence and Growth! Professional Leadership: Thrive in a healthy work environment that champions client success and is committed to your education and growth. Experienced Team Support: Work alongside skilled legal professionals who always want to help and celebrate every achievement. Continuous Learning: Engage in professional development opportunities and collaborate within a supportive community Fast-Growing Opportunities: Be part of an exciting, fast-growing law firm where your contributions make a real impact.

BENEFITS:

This is a full-time, permanent role within the law firm and will offer a very generous benefits package. Full Benefits include medical, dental, vision, 401k contributions (we contribute even if you don't), Retirement Plan Profit-Sharing. Responsibilities:
  • Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings
  • Gather information about legal issues from the client in interviews
  • Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits
If you have the experience we require, you already know what this job entails... but here are just some of the basic tasks you will do day to day:
  • Drafting of probate or administration proceeding papers, collection and valuation of assets, maintaining estate asset lists with date of death values, payment of debts, and bequests
  • Corresponding with clients - heavy client contact both verbal and written
  • Monitoring of deadlines of key dates and events for each matter assigned
  • Maintaining estate administration files and maintaining a complete set of correspondence, memos, and administrative documents using practice management software
  • Assisting with the preparation of any documentation necessary for transferring assets
Qualifications:
  • 3 years of experience in legal services under an attorney or lawyer in a law firm setting
  • Must have strong interpersonal skills and talent for writing and grammar
  • Must have great time-management skills, and organizational skills
You must have the years of experience that it takes for YOU:
  • To have mastered the day-to-day tasks that this role requires, including drafting and researching
  • To have the JUDGMENT to make smart decisions about how to move a case through the system
  • To already have the technical skills to do so without an attorney having to rewrite your entire work product
About Company: Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES, AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing. Our Vision: We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacy of significance and impact. We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.

Job Tags

Permanent employment, Full time, Work experience placement,

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