Florida Paralegal/Legal Assistant – Probate and Estate Planning

Job Description

Paralegal For Estate Planning | Wizehire

The Tone:
This is a full-time, in-office role at Grimaldi Law Firm, located in Hollywood, FL. Grimaldi Law Firm is a forward-thinking, paperless Probate, Estate Planning, and Real Estate Law firm specializing in wills, trusts, probate, and asset protection. They are committed to helping individuals and families protect their futures, holding clients’ hands through emotional processes, and ensuring a seamless client experience. This role is crucial for supporting the legal team and clients, contributing to the firm’s significant growth by organizing files, drafting documents, and maintaining client communication, making a tangible difference in clients’ lives and firm efficiency.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Hollywood, FL
• Pay: $55000–$75000 yearly
• Mission: This person solves the problem of keeping legal cases organized and moving forward efficiently, enabling the firm to provide compassionate and professional service to clients.
• Tech Stack: WealthCounsel, Westlaw Form Builder, Clio Manage, Google Mail, Google Drive, Google Calendar

What You’ll Actually Do
• File Management: Organize files and move them forward efficiently.
• Scheduling: Docket and schedule events for legal proceedings.
• Document Drafting: Draft probate pleadings and estate planning documents, including Wills, Trusts, Deeds, and Durable Power of Attorney.
• Client Communication: Communicate updates to clients, gather necessary information, and help attorneys prepare for signing meetings.
• Case Management: Participate in weekly case management meetings and log updates to case files.

The Must-Haves
• Background: Minimum a high school diploma; strong preference for a paralegal professional certification or advanced paralegal education. The role requires experience as a Florida Paralegal/Legal Assistant, specifically in Estate Planning.
• Experience: 2+ years required as a Florida Estate Planning paralegal; 2+ years preferred as a Florida Probate paralegal. Required experience with document building software, specifically WealthCounsel and/or Westlaw Form Builder, or similar software. Preferred experience with Clio Manage or similar practice management software.
• Skills: Strong oral and written communication skills, great time-management skills, organizational skills, solid computer skills, and a typing speed of 70-100 WPM. Required ability to speak Spanish.
• Bonus: Advanced training at a college or university. Experience with using Google Mail, Google Drive, and Google Calendar.