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Trust and Estates Legal Assistant

Greenspoon Marder LLP -
Fort Lauderdale, FL

Job Details

Part-time

Benefits

Life insurance

Qualifications

Law office experience
Wills, trusts & estate law

Full Job Description

Trust and Estates Legal Assistant needed in our Downtown Fort Lauderdale office! This is a part time, twenty-hours a week, position.. The Legal Assistant plays a crucial role in supporting the Trust and Estates practice group and boosting attorney efficiency by managing information and aiding in the delivery of legal services, including client interactions. This position demands a proactive attitude to ensure tasks are completed on time, exceptional organizational skills, keen attention to detail, and the ability to excel in a high-volume, fast-paced environment. This position will be expected to track and record their own billable time as needed. Minimum of three years' experience working at a law firm in a Trust and Estates Department.

Duties and Responsibilities:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Handle Trust and Probate Administration.
Prepare Probate Pleadings, along with other legal documents.
Marshal inventory and distribution of assets.
Knowledge of IRS Forms such as gift tax (709) and estate tax (706) returns.
Record documents and deeds with courts, E-Filing.
Proofread all documents and correspondence for accuracy.
Draft and edit legal documents for attorney review.
Answer trust funding questions from clients. Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds.
Maintain financial records for the use of preparing tax returns and fiduciary accountings.
Distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.
Classify clients’ assets, coordinate the transfers of real property and non-qualified accounts into legal entities, and assist with the modification of designated beneficiaries for qualified accounts, life insurance, and annuities.
Handles Timeshare Probate client calls and new client intake.
Prepare, file, and record Timeshare Probate documents
Speak directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines.
Maintaining clients’ files including preparing documents for signings.
Filing of both physical and electronic documents.
Finding and retrieving information from files.
Assist attorneys and paralegals in preparation for meetings.
Maintain confidentiality of client information.
Manage information through various firm databases, including but not limited to MS Teams, Word, Excel, iManage, and other platforms.
Track and record all billable time
Ability to organize workflow and use time efficiently
Ability to show strong attention to detail
Other duties as assigned.

Greenspoon Marder is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

All inquiries will be kept confidential.

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