What are the responsibilities and job description for the Estate Planning Legal Assistant position at Lulich & Attorneys, P.A.?
Lulich & Attorneys, P.A. | Sebastian, Florida
About the Opportunity
Lulich & Attorneys, P.A. is seeking an experienced, highly organized, and detail-oriented Estate Planning Legal Assistant to join our growing Estate Planning team.
This is an important client-facing and production-focused role. The Estate Planning Legal Assistant will work closely with our attorneys throughout the entire estate planning process—from gathering client information and preparing documents through execution, finalization, and post-signing follow-up.
The ideal candidate is someone who takes pride in producing accurate work, thrives in a fast-paced professional environment, communicates confidently with clients, and understands that even the smallest details matter when preparing estate planning documents.
Prior experience in estate planning, probate, elder law, or another document-intensive legal practice is strongly preferred.
What We Are Looking For
We are looking for someone who is dependable, precise, accountable, and committed to providing an exceptional client experience.
Successful candidates will have:
Prior experience as a legal assistant, legal secretary, or paralegal; estate planning, probate, or elder law experience is strongly preferred.
Familiarity with estate planning documents and terminology.
Exceptional attention to detail and commitment to accuracy.
Strong organizational and time-management skills.
The ability to manage multiple client matters and priorities simultaneously.
Excellent written and verbal communication skills.
Strong proofreading and document-review abilities.
A professional and confident telephone and client-service presence.
The ability to work independently while also functioning effectively as part of a team.
The ability to follow established processes while identifying opportunities to improve them.
Strong judgment and discretion when handling confidential and sensitive client information.
Proficiency with Microsoft Word, Outlook, and Excel.
Comfort learning and working with legal practice-management and document-automation technology.
The Right Person for This Role
You may be an excellent fit if you:
Notice mistakes that other people miss.
Take ownership of your work and follow assignments through to completion.
Enjoy creating organized systems and keeping matters moving forward.
Are comfortable communicating with clients who may be discussing sensitive family and financial matters.
Can manage competing deadlines without sacrificing accuracy.
Don’t wait to be reminded about an outstanding task.
Welcome feedback and are committed to continually improving.
Want to build a long-term career with a law firm that is growing.
Apply
If you are an organized, detail-oriented legal professional who takes pride in producing excellent work and providing outstanding service to clients, we would like to hear from you.
Please submit your resume for consideration.
Responsibilities:
Assist attorneys with the preparation, drafting, proofreading, and finalization of estate planning documents, including:
Revocable and irrevocable trusts.
Last wills and testaments.
Durable powers of attorney.
Designations of health care surrogate.
Living wills and advance directives.
Deeds and other related estate planning documents.
Carefully review documents for accuracy, consistency, formatting, names, dates, beneficiary designations, and other critical details.
Coordinate estate planning signing appointments, including scheduling clients, attorneys, witnesses, and notaries.
Prepare complete execution packages for client signing appointments.
Communicate professionally and compassionately with clients throughout the estate planning process.
Gather and organize information necessary for attorneys to prepare estate plans.
Provide clients with appropriate status updates and follow up regarding outstanding documents or information.
Maintain accurate and organized electronic and physical client files.
Track deadlines, assignments, document execution, trust funding, deed preparation, and post-signing follow-up.
Prepare correspondence, client letters, memoranda, and other legal documents.
Assist with trust funding and post-execution matters as directed by the attorney.
Prepare completed estate planning binders and client portfolios following execution.
Record deeds and submit other documents to government agencies or third parties when appropriate.
Maintain accurate case management information, notes, tasks, deadlines, and client communications.
Maintain accurate timekeeping and billing records when required.
Work collaboratively with attorneys, paralegals, legal assistants, intake staff, and other members of the firm.
Identify potential issues, inconsistencies, or missing information and proactively bring them to the attorney’s attention.
Help continuously improve the firm’s estate planning systems, processes, and client experience.
Qualifications:
Preferred
The following qualifications are preferred but not required:
Prior estate planning experience.
Associate degree, bachelor’s degree, or paralegal certificate.
Experience with WealthCounsel, ElderDocx, HotDocs, or similar document-assembly software.
Experience with legal practice-management software.
Experience preparing deeds and coordinating recording.
Florida Notary Public commission or willingness to become a Notary Public.
Experience working in a high-volume or growing law firm.
About Company
Lulich & Attorneys, P.A. is a growing Indian River County law firm serving clients in Estate Planning, Probate, Real Estate, and Business Law.
Our firm is focused on providing exceptional legal representation while creating an equally exceptional experience for clients. We value accountability, professionalism, teamwork, attention to detail, and continuous improvement.
As our firm continues to grow, we are looking for team members who want more than simply another job. We want professionals who take ownership of their responsibilities, care about the quality of their work, and want the opportunity to grow alongside the firm.
What We Offer
Competitive compensation
Health, dental, and vision benefits
401(k) benefits
Paid time off
Professional development and training opportunities
Opportunities for advancement as the firm grows
Modern legal technology and systems
A collaborative, team-oriented work environment
The opportunity to build a long-term career with a rapidly growing law firm