Probate and Real Estate Paralegal

Packman, Neuwahl and Rosenberg, P.A. is seeking a highly motivated Probate and Real Estate Paralegal to work in our offices at : 8950 SW 74th Court, Suite 1901, Miami, FL 33156. The candidate should be highly motivated, love a challenge, and enjoy working in a corporate and business setting. The candidate should have a stable work history and will ideally be ready to assist with the development of business processes to maximize efficiency.

The Paralegal's primary focus will be on the firm’s probate and real estate practices, and will also preferably assist in the estate planning practice. The candidate will provide support to counsel by performing general research and drafting legal documents related to probate for our clients and business entities. He or she will perform and execute due diligence functions, pre-drafting and drafting of Probate and/or estate planning documents, and generally support trust administration. The candidate will assist our Real Estate attorney with preparation of documents and administrative duties, and assist with real estate closings.

Job duties:

Specifically, the Paralegal will handle various tasks including but not limited to:

• General research (legal and non-legal);
• Assist in finalizing multi-element client projects;
• Assist in drafting legal documents associated with various probate, estate and tax matters;
• Assist in drafting and processing probate filings and submissions;
• Assist in matters related to trust administration, including but not limited to, matters related to investment directives, powers of appointment, beneficiary distribution requests;
• Supervise filing of documents with the Courts and/or other government entities;
• Assist in matters related to general real estate transactions and related matters;
• Handling of real estate transactions and closings;
• Administrative duties: maintaining attorney(s) calendars, handling client calls, billing client matters, opening and maintaining client files.
• Day to day correspondence and communication with clients, vendor and other parties as to real estate transactions; closings.
• Order and review of title work, lien searches, surveys, etc.

Requirements:

• Fluent in English and Spanish
• Minimum of 3 years of probate estate experience as a paralegal
• Some real estate paralegal experience
• Associate’s degree.
• Paralegal Certificate
• Proficiency with Microsoft Office, including Microsoft Excel
• Proficiency with DisplaySoft (Probate Program)

Preferred qualifications:

• Bachelor’s degree
• Proficiency in Qualia
• Proficiency in WealthCounsel (Estate Planning Program)

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

About Packman Neuwahl & Rosenberg:

Packman, Neuwahl & Rosenberg‘s principal practice areas include Probate and Estate Planning as well as domestic and international inbound and outbound taxation. As complementary practice areas, we assist clients with immigration, real estate, commercial and corporate matters, and wealth preservation. As a result, we offer a multi-faceted legal approach for our domestic and international client base.