Description

Lulich & Attorneys, P.A. | Sebastian, Florida

Estate Planning Legal Assistant

This is an important client-facing and production-focused role. The Estate Planning Legal Assistant will work closely with our attorneys throughout the entire estate planning process-from gathering client information and preparing documents through execution, finalization, and post-signing follow-up.

The ideal candidate is someone who takes pride in producing accurate work, thrives in a fast-paced professional environment, communicates confidently with clients, and understands that even the smallest details matter when preparing estate planning documents.

Prior experience in estate planning, probate, elder law, or another document-intensive legal practice is strongly preferred.

What We Are Looking For

We are looking for someone who is dependable, precise, accountable, and committed to providing an exceptional client experience.

Successful candidates will have:

• Prior experience as a legal assistant, legal secretary, or paralegal; estate planning, probate, or elder law experience is strongly preferred.
• Familiarity with estate planning documents and terminology.
• Exceptional attention to detail and commitment to accuracy.
• Strong organizational and time-management skills.
• The ability to manage multiple client matters and priorities simultaneously.
• Excellent written and verbal communication skills.
• Strong proofreading and document-review abilities.
• A professional and confident telephone and client-service presence.
• The ability to work independently while also functioning effectively as part of a team.
• The ability to follow established processes while identifying opportunities to improve them.
• Strong judgment and discretion when handling confidential and sensitive client information.
• Proficiency with Microsoft Word, Outlook, and Excel.
• Comfort learning and working with legal practice-management and document-automation technology.

The Right Person for This Role

You may be an excellent fit if you:

• Notice mistakes that other people miss.
• Take ownership of your work and follow assignments through to completion.
• Enjoy creating organized systems and keeping matters moving forward.
• Are comfortable communicating with clients who may be discussing sensitive family and financial matters.
• Can manage competing deadlines without sacrificing accuracy.
• Don't wait to be reminded about an outstanding task.
• Welcome feedback and are committed to continually improving.
• Want to build a long-term career with a law firm that is growing.

Apply

If you are an organized, detail-oriented legal professional who takes pride in producing excellent work and providing outstanding service to clients, we would like to hear from you.

Please submit your resume for consideration.

Responsibilities

$46

Qualifications

Preferred

The following qualifications are preferred but not required:
• Prior estate planning experience.
• Associate degree, bachelor's degree, or paralegal certificate.
• Experience with WealthCounsel, ElderDocx, HotDocs, or similar document-assembly software.
• Experience with legal practice-management software.
• Experience preparing deeds and coordinating recording.
• Florida Notary Public commission or willingness to become a Notary Public.
• Experience working in a high-volume or growing law firm.