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Trusts & Estates Paralegal

A well-established Marco Island Law firm has an immediate opening for a full-time, experienced Trusts & Estates Paralegal for its Estate Planning and Probate & Trust Administration law practice.

In this paralegal position, you will work directly with the partner assisting families with their estate planning needs and in probate. A private office in a professional work environment with administrative support is provided. The firm offers an impressive compensation package to include discretionary bonus, comprehensive benefits plans, retirement plan, and other employee incentives.

Responsibilities

This Trusts and Estate Paralegal position requires 3+ years in assisting with Wills and ancillary Estate Planning documents, plus estate and trust settlement and administration experience to handle probate and trust administration, including the ability to manage important deadlines, coordinate the collection of asset information, handle client correspondence, and timely drafting of related pleadings and administration documents.

Keen attention to detail, the ability to handle matters independently and within a team, exceptional mathematical skills, and superior organizational, communication, and technology skills are needed to be successful in this role.

Requirements

  • Three or more years of Estate Planning, Probate and Trust Administration paralegal experience in Florida law.
  • Close attention to detail and organizational abilities.
  • MS Office, Word, Excel and Outlook proficiency.
  • Superior communication and mathematical skills are a must.
  • Excellent written and verbal skills.
  • Compassionate and effective client communication.
  • High School Diploma or its equivalent; College degree preferred.
  • Florida Registered Paralegal (FRP) or Paralegal Certificate is a plus.

Benefits (waiting period applies)

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Vision insurance
  • Paid time off
  • Retirement plan
  • Tuition reimbursement
  • Gym Dues
  • Discretionary bonus

Hours

8:30 a.m. – 5 p.m., Monday – Friday

Work Location

In Person – Marco Island, Florida

Apply

Contact Mary Beth Link at mb@monzingolegal.com for immediate consideration and more information.

Founded in 2013, Monzingo Legal is a national legal search and law firm management and marketing consulting agency. For more information, call (239) 770-8823 or see www.monzingolegal.com.

Monzingo Legal

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    A well-established Marco Island Law firm has an immediate opening for a full-time, experienced Trusts & Estates Paralegal for its Estate Planning and Probate & Trust Administration law practice.

    In this paralegal position, you will work directly with the partner assisting families with their estate planning needs and in probate. A private office in a professional work environment with administrative support is provided. The firm offers an impressive compensation package to include discretionary bonus, comprehensive benefits plans, retirement plan, and other employee incentives.

    Responsibilities

    This Trusts and Estate Paralegal position requires 3+ years in assisting with Wills and ancillary Estate Planning documents, plus estate and trust settlement and administration experience to handle probate and trust administration, including the ability to manage important deadlines, coordinate the collection of asset information, handle client correspondence, and timely drafting of related pleadings and administration documents.

    Keen attention to detail, the ability to handle matters independently and within a team, exceptional mathematical skills, and superior organizational, communication, and technology skills are needed to be successful in this role.

    Requirements

    • Three or more years of Estate Planning, Probate and Trust Administration paralegal experience in Florida law.
    • Close attention to detail and organizational abilities.
    • MS Office, Word, Excel and Outlook proficiency.
    • Superior communication and mathematical skills are a must.
    • Excellent written and verbal skills.
    • Compassionate and effective client communication.
    • High School Diploma or its equivalent; College degree preferred.
    • Florida Registered Paralegal (FRP) or Paralegal Certificate is a plus.

    Benefits (waiting period applies)

    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Health savings account
    • Life insurance
    • Vision insurance
    • Paid time off
    • Retirement plan
    • Tuition reimbursement
    • Gym Dues
    • Discretionary bonus

    Hours

    8:30 a.m. – 5 p.m., Monday – Friday

    Work Location

    In Person – Marco Island, Florida

    Apply

    Contact Mary Beth Link at mb@monzingolegal.com for immediate consideration and more information.

    Founded in 2013, Monzingo Legal is a national legal search and law firm management and marketing consulting agency. For more information, call (239) 770-8823 or see www.monzingolegal.com.

    Monzingo Legal

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    Position Contact

    Mary Beth Monzingo Link, CPC
    (239) 770-8823 Direct | (800) 213-0991 Fax
    mb@monzingolegal.com