Probate Paralegal

Large, sophisticated law firm based in Sarasota is seeking an experienced Probate Paralegal. Paralegal certificate is required along with a minimum of three years of experience.  A bachelor's degree is preferred. 

 

Duties and Responsibilities:

 

a. Prepares draft and final letters, memoranda, reports, trust and estate pleadings and other legal documents and exhibits.

b. Performs routine processing of trust & estate documents.  Maintains client / matter files of documents and correspondence.  Processes client-related invoices for payment.

c. Prepares federal and state tax returns under attorney supervision.  Coordinates other tax matters under attorney supervision.

d. Operates computer and word processing equipment.

e. Types correspondence, memoranda and other legal documents.

f. Prepares New Client/File Information Form.  Assists in conflict of interest checks and maintains all active client and general files.  Conducts periodic review for possible closing of older files: prepares files to be closed.

g. Receives clients and visitors; maintains good public relations with clients; maintains confidentially of attorney-client relationship.

h. Enters time into client billing system.

i. Maintains a working knowledge of Firm policies, practices, procedures, formats and terminology.