Legal Assistant - Fort Lauderdale - Rogers Morris & Ziegler

    Rogers Morris & Ziegler
    Rogers Morris & Ziegler Fort Lauderdale

    5 days ago

    Default job background
    Full time
    Description

    Job Description

    Job Description

    We are looking for a self-motivated Legal assistant to ensure effective case management of Probate, Trust Administration and Estate Planning related matters handled by our office. The Legal assistant should have at least 3 years of experience with Probate, Trust Administration and Estate Planning. The Legal Assistant will provide a spectrum of legal services under the supervision of an attorney which will consist of the following responsibilities and require the following skills.

    Responsibilities

    · Will assist with intake of death certificate and decedent's estate documentation.

    · Will prepare and file necessary court documents to open estate, process the estate, and close the estate.

    · Schedule hearings, trials, mediations and depositions.

    · Locate and develop case relevant information

    · Prepare certain documents associated with client's estate planning.

    · Organize and complete estate planning packages for client.

    · Correspondence with the client.

    · Answer and direct phone calls

    · Maintain contact lists

    · Monitor deadlines and juggle calendars

    Skills

    · Proven working experience as legal assistant or legal secretary in the areas of estate planning, probate and trust administration.

    · Have a knowledge of the probate process and courts rules in Palm Beach, Broward and Miami-Dade.

    · Familiarity with law, legal procedures and protocols, and court system

    · Satisfactory knowledge of day-to-day operations of a legal office

    · Computer literacy

    · Proficiency in English

    · Working knowledge of case management software

    · Excellent secretarial and organizational skills

    · Ability to juggle multiple activities and work under pressure

    · Ability to work well with a team.

    · Have a general understanding of estate planning.

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