Ascendo Resources ยท 5 days ago
Legal Assistant
Ascendo Resources is a legal recruiting firm partnering with a reputable law firm in Fort Lauderdale, Florida, to identify an experienced Trusts and Estates Legal Assistant. This role involves supporting attorneys in a well-established trusts and estates practice with responsibilities including document preparation, client communication, and administrative support.
Responsibilities
Prepare, revise, and proofread estate planning documents, including wills, trusts, powers of attorney, and advance directives
Assist with probate and trust administration matters, including court filings and deadline management
Draft correspondence to clients, beneficiaries, courts, and financial institutions
Organize and maintain physical and electronic client files
Coordinate execution of estate planning documents and oversee signings
Manage attorney calendars and track critical deadlines
Communicate professionally with clients regarding document requests and case status
Assist with asset funding documentation and beneficiary designations
Maintain strict confidentiality of sensitive client information
Provide general administrative and legal support as needed
Qualification
Required
Minimum of 5 years of experience as a legal assistant or paralegal in trusts and estates or probate law
Working knowledge of Florida probate and estate planning procedures
Proficiency in Microsoft Office and legal practice management software
Strong written and verbal communication skills
Excellent organizational and time-management abilities
Professional demeanor and strong client service skills
Ability to work onsite in Fort Lauderdale, Florida
Preferred
Experience supporting high-net-worth estate planning matters
Familiarity with Florida e-filing systems
Notary public or willingness to obtain
Benefits
Benefits package offered by the hiring law firm
Company
Ascendo Resources
Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2022-02-01
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