Location
Lake Wales, FL | United States
Job description
Paralegal Job Description:
Probate and Trust Administration:
Communicate (via letter, phone and/or email) with court, personal
representative, beneficiaries, asset companies, accountant, creditors, and others, as needed
Keep track of billable time
Schedule and attend appointments with and for the attorney
Assist in preparation of legal documents
Research statutes and cases for files as needed.
Access court docket and pull documents for client file.
Assist in hearing preparation with attorney.
Confirm all documents are scanned and digital file is complete
E-file court documents
Assist in writing letters and mailing documents
Reply to phone calls and emails on a timely basis
File court documents on time and in a professional manner
Document procedures, tasks, communications, and updates in the file
Update matter status as process goes along
Assist in preparing inventory
Assist in preparing an accounting of estate monies
Assist the attorney in opening, closing, monitoring, and requesting cashiers checks from estate and trust accounts.
Attend weekly staff meetings
Estate Planning:
Schedule and attend appointments with and for the attorney
Initiate intake information with prospective client
Assist in preparation of estate planning documents
Reply to phone calls and emails on a timely basis
Elder Law:
Schedule and attend appointments with and for the attorney
Initiate intake information with prospective client
Assist in preparation of DCF and Medicaid documentation
Reply to phone calls and emails on a timely basis
Communicate (via letter, phone and/or email) with client, asset companies, accountant, creditors, and others, as needed
Keep track of billable time
Research statutes and cases for files as needed.
Confirm all documents are scanned and digital file is complete
Update matter status as process goes along
General:
Assist as needed in the office as related to greeting clients, answering phones, and general office protocols
Assist with scheduling appointments, intake, opening of files and closing of files
Be pleasant and professional.
Be prompt and consistent in work habits.
Other duties as assigned
Applicant should have reliable transportation and a drivers license. Drug-free and tobacco-free office.
Employment Type: Full-Time
Job tags
Salary
