Experienced Estate Planning Legal Assistant/Paralegal

Location: Bradenton, FL Job Type: Full-time Job Overview Our client is seeking an experienced Estate Planning Legal Assistant/ Paralegal with minimum 3+ years of experience to join their very busy client - focused law firm in Bradenton. The ideal candidate will have strong knowledge of estate planning, probate and trust administration, and related court procedures, along with excellent organizational skills, attention to detail, and the ability to communicate professionally and compassionately with clients during important life transitions. Essential Functions/Key Responsibilities Document Preparation: Drafting, revising, and preparing estate planning documents, including wills, trusts, durable powers of attorney, health care directives, living wills, and other related documents. Preparing probate and trust administration pleadings, petitions, notices, inventories, accountings, correspondence, and other court-related documents for attorney review. Case Management & Administrative Support: Maintaining and organizing accurate electronic and physical case files, client records and legal documents in accordance with firm procedures. Recording of documents. Scanning & finalizing estate planning documents & entering information into databases. Answering phones, responding to client inquiries & relaying messages. Work as a team with other office personnel. Qualifications Professional Communication: Handle confidential and sensitive information with discretion and professionalism. Communicate with clients, beneficiaries, personal representatives, trustees, financial institutions, court personnel, and other third parties in a professional and courteous manner. Must have 3+ years of legal assistant/ paralegal experience specializing in estate planning, probate, and/or trust administration. Strong proficiency in Florida estate planning documents, probate procedures and court requirements. High proficiency in Word, Outlook, Excel. Experienced with legal case management software such as Aderant Total Office, e-filing systems, Adobe is highly preferred. Strong attention to detail with excellent written and verbal communication skills. Ability and flexibility to manage multiple matters, deadlines, and priorities in a fast-paced legal environment. Professional, compassionate, and client-service-oriented demeanor. Notary Public commission (or willingness to obtain certification) is required. Education Associate degree or higher is required. Work Location: In person