Estates Assistant
Estates Assistant
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The successful candidate is someone who takes pride in delivering client service that is superior in quality and accuracy. This position requires attention to detail a great attitude a heart for service and a desire to help the team succeed.
Responsibilities:
- E-file all probate pleadings and process e-service.
- Uploading Orders to the court portal.
- Draft probate and Trust administration pleadings using Westlaw/Lexis Nexis and Form Builder software and Word.
- Track service of notice to creditors andaccountings on beneficiaries of an estate or trust
- Scheduling hearings.
- Docketing probate/trust documents in each file from open to close.
- Prepare packages to clients beneficiaries IRS creditors etc. including correspondence and all enclosures.
- Call clerks and Judicial Assistants; email court staff regarding probate and/or guardianship cases.
- Calendar all deadlines.
- Record deeds and related documents.
- Process all probate mail which includes regular mail certified mail USPS Priority mail and Fed-Ex.
- Keep track and enter billable time for client work.
- Copy and scan appropriate documents to iManage file and organize documents to each probate/trust administration matter.
- Prepare certified mail packets.
- Assist with the maintenance of the original documents in Will safe.
- Submitting check requests via the firms software Chrome River.
- Allocate credit card charges for client costs.
- Correspond with clients on follow-ups.
- Prepare various correspondence such as letters to the court requesting certified copies and returning original documents to clients.
- Attend signing meetings as a witness as needed.
- 2 years of related experience in Probate & Trust administration and/or Estate Planning.
- Meticulous attention to detail.
- Must have strong multitasking skills.
- Extensive experience with Word and Excel.
- Experience with Litify and other database management software is preferred.
- Knowledge of Florida E-Filing portal.
Employment Type
Full Time
