Estate Planning PARALEGAL with Experience Job at Trusted Home Care Services
Estate Planning Paralegal - A Document Drafting Superstar
MUST HAVE PROBATE OR GUARDIANSHIP OR MEDICAID EXPERIENCE!!!
Trusted Law Office is seeking a highly organized, detail-oriented Estate Planning Paralegal with 1-2 years’ experience within the legal field. The successful candidate will have experience in drafting and probates. We will train on probate regardless. You will be assigned clients from start to finish for revocable and irrevocable trusts.
Will report to our head paralegal.
Coordinate with management and the Paralegal Team to make critical decisions related to the successful processing of confidential document filing while maintaining the ongoing education in HIPPA regulations and scheduling laws as well as the regulations and confidentiality requirements for the state of Florida. The Estate Planning Paralegal role works cross functionally with other departments by supporting key initiatives and assisting in the development of best practices to optimize the receptionist process.
THIS IS NOT A REMOTE JOB
Essential Duties and Responsibilities:
IF YOU ARE NOT A CERTIFIED PARALEGAL WE WILL CONSIDER A LEGAL ASSISTANT WHO WILL NOT MEET WITH CLIENTS AT A 40-45K
MUST HAVE PROBATE OR GUARDIANSHIP OR MEDICAID EXPERIENCE!!!
Trusted Law Office is seeking a highly organized, detail-oriented Estate Planning Paralegal with 1-2 years’ experience within the legal field. The successful candidate will have experience in drafting and probates. We will train on probate regardless. You will be assigned clients from start to finish for revocable and irrevocable trusts.
Will report to our head paralegal.
Coordinate with management and the Paralegal Team to make critical decisions related to the successful processing of confidential document filing while maintaining the ongoing education in HIPPA regulations and scheduling laws as well as the regulations and confidentiality requirements for the state of Florida. The Estate Planning Paralegal role works cross functionally with other departments by supporting key initiatives and assisting in the development of best practices to optimize the receptionist process.
THIS IS NOT A REMOTE JOB
Essential Duties and Responsibilities:
- Prepare legal documents for attorney review.
- Attend client/attorney meetings to make document revisions.
- Meet with clients in person or by phone
- Witness client signatures on legal documents.
- Assist in creating client videos related to estate planning.
- Assist in coordinating the attorney’s schedule as she is not in daily
- Coordinate conference calls with clients who are unable to come to the office.
- Communicate with attorney regarding client issues.
- Prepare documents and assist with creating and transferring assets into trusts to ease the probate process
- Provide back-up coverage for the Receptionist and Medicaid specialist as needed
- Drafting estate documents for the attorney’s review (wills, powers of attorney, healthcare directives, and living wills)
- Prepare documents and assist with creating and transferring assets into trusts to ease the probate process
- Participating in the administration of guardianships and trusts
- Mail legal documents to clients.
- Oversee the “ZOHO CRM” database.
- Perform other duties as assigned.
IF YOU ARE NOT A CERTIFIED PARALEGAL WE WILL CONSIDER A LEGAL ASSISTANT WHO WILL NOT MEET WITH CLIENTS AT A 40-45K
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