Join the World's Top Legal Talent Network

Essential Functions

• Draft fundamental estate planning and funding documents.
• Review of advanced estate planning documents.
• Draft probate and trust settlement documents.
• Knowledge of the rules of procedure governing estate and trust administrations as they relate to this role.
• Completing tasks and following through with issue resolution, including the ability to meet deadlines and work in a fast-paced environment.
• At least five years of experience working in a mid to large-sized Florida law firm as an estate planning or estate and trust administration Paralegal.
• Florida probate experience.

Skills And Technology

• Ability to work efficiently and effectively under pressure and time constraints.
• Ability to effectively balance multiple assignments and workflow.
• Strong attention to detail, essential for accurately drafting and reviewing legal documents.
• Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information.
• Working knowledge of Microsoft Office, including extensive knowledge of Outlook, Word, Excel, and experience working with law firm case management and billing software required.
• Knowledge of iManage, SmartTime, Aderant, Wealth Counsel, Estate Works, and Hot Docs are a plus.
• Physical attendance at the place of work.
• Generally, core working hours are from 9:00 am to 5:30 pm, with the flexibility to work overtime as needed.

Physical Demands

The physical demands described here are those that an employee must meet to perform the essential functions of this job successfully, including typing/using a keyboard, as well as writing by hand. The employee is regularly required to talk or hear. Specific vision abilities required by this job include close and distance vision, color vision, and the ability to adjust focus.

The above description outlines the general nature of the work performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, and qualifications of employees assigned to this job. Individuals may be assigned other duties, including work in different functional areas to cover absences or provide relief, equalize peak work periods, or otherwise balance the workload.

Shutts & Bowen LLP is an equal-opportunity employer.