Trust and Estate Paralegal

Jobot

Sarasota, FL

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JOB DETAILS

SALARY

$65,000–$85,000 Per Year

SKILLS

Analysis Skills, Attorney, Communication Skills, Customer Relations, Document Management, Estate Planning, Health Insurance, Interpersonal Skills, Legal, Legal Documents, Legal Reports, Legal Research, Microsoft Office, Multitasking, Organizational Skills, Paralegal, Regulations, Reporting Skills, Research Skills, Strategic Planning, Time Management

LOCATION

Sarasota, FL

POSTED

1 day ago

Hybrid Flexibility!

This Jobot Job is hosted by: Ethan Goldman
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $65,000 - $85,000 per year

A bit about us:

Our client is an extremely well know and respected estate planning firm.

Why join us?

Hybrid flexibility
Health Insurance
PTO
Bonus Pay

Job Details

Responsibilities:

1. Prepare and manage legal documents related to estate planning, including wills, trusts, and powers of attorney.
2. Perform comprehensive legal research and analysis to support case preparation and strategy development.
3. Draft legal documents, pleadings, motions, and correspondence to clients and courts under attorney supervision.
4. Assist attorneys in client meetings, depositions, hearings, trials, and mediations, ensuring all relevant documents and materials are available.
5. Organize, index, and track files related to important case documents and evidence for easy retrieval by attorneys and other team members.
6. Facilitate communication and interaction between the client and attorney, acting as a liaison when necessary.

Qualifications:

1. A minimum of 3 years of experience as a Trust and Estate Paralegal or a similar role in the Legal industry.
2. Proficiency in drafting legal documents, conducting legal research, and writing legal reports.
3. Demonstrated experience in client interaction, with excellent communication and interpersonal skills.
4. Comprehensive knowledge of the laws and regulations related to trust and estate.
5. Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.
6. Proficiency in using legal software and Microsoft Office Suite.
7. Paralegal certification or a degree in law, paralegal studies, or a related field is preferred.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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About the Company

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2018

WEBSITE

http://www.jobot.com

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