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Job Description
Responsibilities:
Document Preparation: Draft and review wills, trusts, powers of attorney, and other estate planning documents.
Probate Assistance: This includes assisting with the probate process, including filing court documents, coordinating with beneficiaries, and managing estate assets.
Client Communication: Communicate effectively with clients and other parties involved in estate planning matters.
Research and Analysis: Conduct legal research and analyze relevant laws and regulations.
Record Keeping: Maintain accurate and organized records of client files and estate planning documents.
General Support: Provide general administrative and clerical support to the legal team.
About the Role:
We are seeking a detail-oriented and organized Estate Planning Paralegal to join our growing firm in Tampa, Florida. You will play a crucial role in assisting attorneys with preparing and managing estate planning documents, probate matters, and related legal tasks. This position offers the opportunity to make a real difference in people's lives while contributing to a supportive and collaborative work environment.
Responsibilities:
Document Preparation: Draft and review wills, trusts, powers of attorney, and other estate planning documents.
Probate Assistance: This includes assisting with the probate process, including filing court documents, coordinating with beneficiaries, and managing estate assets.
Client Communication: Communicate effectively with clients and other parties involved in estate planning matters.
Research and Analysis: Conduct legal research and analyze relevant laws and regulations.
Record Keeping: Maintain accurate and organized records of client files and estate planning documents.
General Support: Provide general administrative and clerical support to the legal team.
Qualifications:
Paralegal certificate or equivalent experience.
2-5 Years Experience
Strong understanding of estate planning principles and probate procedures.
Excellent organizational, communication, and interpersonal skills.
Proficiency in Microsoft Office and legal software.
Experience with real estate transactions and closings is a plus.
Strong understanding of estate planning principles and probate procedures.
Excellent organizational, communication, and interpersonal skills.
Proficiency in Microsoft Office and legal software.
Experience with real estate transactions and closings is a plus.
Why Join Us?
Competitive salary and benefits package, Opportunity for professional growth and development, Collaborative and supportive work environment, and making a real difference in people's lives.
Competitive salary and benefits package, Opportunity for professional growth and development, Collaborative and supportive work environment, and making a real difference in people's lives.
Why Join BPE?
- Focus on Quality over Quantity: BPE has no billable hour requirement.
- Energizing Work Culture: At Berlin Patten Ebling, we celebrate our successes together.
- Employee Engagement: Be a part of our employee engagement committee, which encourages all employees to contribute.
- Team Bonding Events: We regularly organize events that foster collaboration and a strong team spirit.
- Firm Trip: We offer an all-expenses-paid annual company trip after one year, creating unforgettable memories.
- Day-to-Day Perks: Various snacks and drinks are always available, including end-of-month lunch, employee appreciation, and more.
- Community Involvement: Be a part of our community initiatives and contribute to making a positive impact.
