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Trust and Estate Legal Administrative Assistant

OrlandoOn-siteFull-time

AI Summary

Supports the Estate Planning & Trusts team by providing legal and administrative assistance, including scheduling, conflict checks, client engagement, document preparation, IRS filings, deed recording, and e-filing pleadings.

About this role

Overview

Nelson Mullins, an AmLaw 100 firm, is seeking a Legal Administrative Assistant to support the Estate Planning & Trusts team in our Orlando office. The Legal Administrative Assistant will have experience working with a team of Trust and Estate legal professionals by supplying exceptional legal and administrative support by anticipating needs and being an active team player.

A Day in the Life

The ideal candidate will have experience in a legal environment and stellar administrative support skills. You will be working directly with attorneys on a variety of tasks, including scheduling meetings with clients, running conflict checks, and opening new client/matter engagements. In addition, you will be preparing enclosure letters, preparing packages to the Internal Revenue Service, recording deeds, preparing documents for signature, filing pleadings using the Florida e-filing system and conforming original estate plan documents.

This role will handle running conflict checks, opening new client/matter engagements, and setting up billing requirements for clients. Prior work in document editing, formatting, engaging regulatory agencies and aiding with transactional services is preferred.

We Know You

The ideal candidate will have at least 3 to 5 years Trust and Estates legal experience. Microsoft Office Suite (Outlook, Excel, and Word), the ability to learn and utilize technology, experience in a document management system, billing software system and strong diligence when reviewing documents is a must. Your knowledge base includes familiarity with all the following: scheduling, probate process and rules, use of probate forms, etc.; federal estate tax returns and gift tax returns; local court rules and procedures; and Wealth Transfer Planning Software

Who We Are

With more than 1,000 attorneys, policy advisors, e-discovery professionals and other business professionals across offices in California, Colorado, the District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, New York, Ohio, Pennsylvania, Tennessee, Texas, West Virginia, and throughout North Carolina and South Carolina, Nelson Mullins has strong roots in the business community and an appreciation for new directions in the business world.

Skills

Billing SoftwareDocument Management SystemExcelFederal Estate Tax ReturnsFlorida E-filing SystemGift Tax ReturnsLocal Court RulesMicrosoft OfficeOutlookProbate FormsWealth Transfer Planning SoftwareWord

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