Optimum RTS - Probate Legal Assistant
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Probate Legal Assistant

Location : Boca Raton
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3+
Travel : No
Relocation : No
Job Industry : Legal
Job Category : Legal

Job Description :

Well established law firm in Boca Raton seeks Estate Planning Legal Assistant.

Candidate should be comfortable with:

  • Drafting basic Probate forms

  • Speaking with clients regarding requests for information and updates

  • Preparing deeds, basic inventories and fee petitions

  • Correspondence with Banks and Financial Institutions regarding Estate assets and procedures


You will be offered a competitive compensation package commensurate with experience inclusive of a full suite of benefits.


Required Qualifications :

  • efiling Probate pleadings

  • Creating and organizing case files with an up to date pleading and deadline index

  • Creating and organizing digital file folders including scanning documents

  • Corresponding with clerk’s office and Probate Judge’s Judicial assistants to set hearings and communicate to meet the court’s requests

  • Sending out mail (usually certified with return receipts)

  • Making copies and exhibits

  • Following Court checklists for required documents

  • Ordering Death Certificates and Certified Orders



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