Estate Planning Legal Assistant
About the Role
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A Fort Lauderdale law firm is seeking an organized, detail-oriented Legal Assistant to join their growing Estate Planning and Trust Administration practice.
Experience Level: Mid-level (3 years + preferred)
Estate Planning Support
- Document Production: Draft and proofread foundational estate planning packages, including Wills, Revocable Living Trusts, Powers of Attorney, and Healthcare Directives.
- Trust Funding: Prepare real estate deeds, change-of-beneficiary forms, and asset transfer letters to ensure client trusts are fully and accurately funded.
- Signing Execution: Assemble final document portfolios, coordinate formal signing meetings, and serve as a witness or notary public.
Client & Practice Management
- Client Intake: Conduct initial screening calls, schedule consultations, and manage the onboarding for new estate clients.
- Communication: Serve as a proactive, empathetic point of contact for clients, beneficiaries, and outside financial advisors.
- File & Deadline Mastery: Maintain digital client files, track critical tax and court deadlines, and manage attorney calendars.
Trust & Estate Administration experience is not required, but would be a plus!
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
1467426_1784652851
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
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