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Paralegal Probate & Estate Planning

Posted 2024-10-29

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💎 Seniority level: Middle, 2+ years

📍 Location: Argentina, Honduras, Quito, Pichincha, Ecuador, Colombia, Mexico

🔍 Industry: Legal services

🏢 Company: Stafi

🗣️ Languages: English, Spanish

⏳ Experience: 2+ years

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelMicrosoft OfficeAttention to detailOrganizational skillsWritten communication

Requirements:
  • 2+ years of experience working in a US probate law firm.
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks.
  • Excellent written and oral communication skills in both English and Spanish.
  • Proficiency in legal research, writing, and drafting legal documents.
  • Proficiency in Microsoft Office, specifically Word.
  • Ability to work independently as well as part of a team.
Responsibilities:
  • Assist with the administration of probate estates, manage the probate process, and draft and file probate pleadings.
  • Gather and organize necessary documents and information for estate planning.
  • Prepare and file estate planning documents, including wills and trusts.
  • Conduct legal research and prepare correspondence and legal documents.
  • Communicate with clients, beneficiaries, and other involved parties.
  • Manage multiple tasks and deadlines, ensuring accurate record-keeping.
  • Manage the e-filing process and adhere to court-mandated deadlines.
  • Handle incoming inquiries professionally and communicate effectively.
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📍 Argentina, Honduras, Quito, Pichincha, Ecuador, Colombia, Mexico

🔍 Legal

🏢 Company: Stafi

  • 2+ years of experience working in a US probate law firm.
  • Strong organizational skills, attention to detail, and the ability to manage multiple tasks and deadlines.
  • Excellent written and oral communication skills.
  • Proficiency in legal research, writing, and drafting legal documents.
  • Proficiency in Microsoft Office, specifically Word.
  • Ability to work independently and as part of a team.
  • Fluency in English and Spanish, both written and spoken.

  • Assist with the administration of probate estates, including drafting and filing of probate pleadings, preparing and filing court forms, and managing the probate process from start to finish.
  • Work with clients to gather and organize necessary documents and information for probate administration and estate planning.
  • Prepare and file estate planning documents, including wills, trusts, and powers of attorney.
  • Conduct legal research and prepare legal documents, including correspondence and pleadings.
  • Communicate with clients, beneficiaries, and other parties involved in probate administration and estate planning matters.
  • Manage multiple tasks and deadlines, prioritize work assignments, and maintain accurate and complete records.
  • Efficiently manage the e-filing process for various legal documents, ensuring timely submissions and accurate record-keeping.
  • Monitor and adhere to all court-mandated deadlines and relevant time-sensitive matters while assisting with client communications.
  • Handle incoming phone calls, addressing inquiries, and routing them appropriately with excellent communication and interpersonal skills.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelMicrosoft OfficeAttention to detailOrganizational skills

Posted 2024-09-20
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