Anthony D George Jr Esq
Stuart, Florida
GUARDIANSHIP/ESTATE PLANNING PARALEGAL The Guardianship/Estate Planning Paralegal helps the attorney with Guardianship or Estate Planning matters from the beginning of the matter to the close of the file. Although some items may be delegated, you are ultimately responsible for helping the attorney move a matter forward. As the Guardianship/Estate Planning Paralegal, you have the opportunity to help people during a difficult time. Documents that are generally handled in Estate Planning are: Trusts, Wills, Durable Powers of Attorney, Living Wills, Designation of Health Care Surrogates and Deeds New Client and New Matters Initial general guardianship/estate planning intake will be handled from potential clients that call into the office or send an email Calendar Responsibilities Keep up to date with each guardianship and estate planning matter and calendar any deadlines Set up drafts of documents or correspondence needed for attorney to review and edit Finalize for attorney signature Assist the attorney in moving items, tasks and needs to completion Court Filings Manage all court filings whether initiated or incoming as well as recordings: Save to the appropriate folder and renaming with more detail. Create and update the Pleading Index with each filing Notices/Orders with a specific event date or deadline etc.: Calendar in the attorney s Outlook Calendar and invite yourself. Calendar time to discuss with attorney and prep time Prep for hearings Schedule, calendar, create hearing binder Will learn to use Simplifile for E-Recordings (Deeds, Affidavit of Continuous Marriage) File Maintenance You are responsible for keeping the digital file for any guardianship or estate planning matter up to date, organized and easy for anyone to access information (emails, letters, drafts of documents, finalized documents, etc.) Contact Distribution list should be up to date with current phone, email and address for clients and any other party involved Keep Matters Moving Forward. Ensure the attorney is aware of any tasks that need to be handled in each matter Communications The following allows all staff and attorneys to reference should an issue arise while you are unavailable: Keep an Email folder in the matter updated with current emails Keep pdfs of calendar meeting notes Work with the attorney on how to keep clients informed of the status Meetings and Phone Conferences Schedule and prep for all appointments involving guardianship / estate planning matters When scheduling appointments, include in the calendar event: Documents the attorney will need to reference during the appointment Any notes or emails that will reference how the appointment was made Phone number information for phone conferences (Conference number and pin #) Emails that pertain to the matter Work with the finance manager to draft invoices for the attorney to review Have a folder ready for the appointment Print and include any documents the attorney will need to reference during the appointment or any documents that will need to be signed. Be ready to brief the attorney prior to any guardianship / estate planning meeting After any guardianship / estate planning meeting Follow up with the attorney to find out what was discussed and ensure it is carried out: implementation, follow through, closing out, rep agreement, new matter(s), invoicing, copying and mailing, etc. Billing Enter any billable time into the billing software CLIO for the file on an ongoing basis Keep track of any unusual expenses, fees, excessive conferences, phone calls, emails, etc. for invoicing Work with the attorney and finance manager to ensure the invoices are accurate Closing a File/Matter This step is crucial to ensure there aren t additional items that need addressing, the client is aware the matter is concluded, our firm is paid and the file contains all the information in case it is needed in the future. Closing pleadings filed with the court Work with finance manager and attorney on any unpaid invoices as to how to handle (email reminder, letter from attorney, etc.) Help clients to think about their estate planning needs. This is a good opportunity to help them realize the lack of estate planning documents or outdated Wills, Durable Powers of Attorney, Living Wills and Designation of Health Care Surrogates can be an issue for their loved ones. If it is determined that they need to move forward with their estate planning, intake the necessary information for moving the matter forward and to prepare the necessary documents.
GUARDIANSHIP/ESTATE PLANNING PARALEGAL The Guardianship/Estate Planning Paralegal helps the attorney with Guardianship or Estate Planning matters from the beginning of the matter to the close of the file. Although some items may be delegated, you are ultimately responsible for helping the attorney move a matter forward. As the Guardianship/Estate Planning Paralegal, you have the opportunity to help people during a difficult time. Documents that are generally handled in Estate Planning are: Trusts, Wills, Durable Powers of Attorney, Living Wills, Designation of Health Care Surrogates and Deeds New Client and New Matters Initial general guardianship/estate planning intake will be handled from potential clients that call into the office or send an email Calendar Responsibilities Keep up to date with each guardianship and estate planning matter and calendar any deadlines Set up drafts of documents or correspondence needed for attorney to review and edit Finalize for attorney signature Assist the attorney in moving items, tasks and needs to completion Court Filings Manage all court filings whether initiated or incoming as well as recordings: Save to the appropriate folder and renaming with more detail. Create and update the Pleading Index with each filing Notices/Orders with a specific event date or deadline etc.: Calendar in the attorney s Outlook Calendar and invite yourself. Calendar time to discuss with attorney and prep time Prep for hearings Schedule, calendar, create hearing binder Will learn to use Simplifile for E-Recordings (Deeds, Affidavit of Continuous Marriage) File Maintenance You are responsible for keeping the digital file for any guardianship or estate planning matter up to date, organized and easy for anyone to access information (emails, letters, drafts of documents, finalized documents, etc.) Contact Distribution list should be up to date with current phone, email and address for clients and any other party involved Keep Matters Moving Forward. Ensure the attorney is aware of any tasks that need to be handled in each matter Communications The following allows all staff and attorneys to reference should an issue arise while you are unavailable: Keep an Email folder in the matter updated with current emails Keep pdfs of calendar meeting notes Work with the attorney on how to keep clients informed of the status Meetings and Phone Conferences Schedule and prep for all appointments involving guardianship / estate planning matters When scheduling appointments, include in the calendar event: Documents the attorney will need to reference during the appointment Any notes or emails that will reference how the appointment was made Phone number information for phone conferences (Conference number and pin #) Emails that pertain to the matter Work with the finance manager to draft invoices for the attorney to review Have a folder ready for the appointment Print and include any documents the attorney will need to reference during the appointment or any documents that will need to be signed. Be ready to brief the attorney prior to any guardianship / estate planning meeting After any guardianship / estate planning meeting Follow up with the attorney to find out what was discussed and ensure it is carried out: implementation, follow through, closing out, rep agreement, new matter(s), invoicing, copying and mailing, etc. Billing Enter any billable time into the billing software CLIO for the file on an ongoing basis Keep track of any unusual expenses, fees, excessive conferences, phone calls, emails, etc. for invoicing Work with the attorney and finance manager to ensure the invoices are accurate Closing a File/Matter This step is crucial to ensure there aren t additional items that need addressing, the client is aware the matter is concluded, our firm is paid and the file contains all the information in case it is needed in the future. Closing pleadings filed with the court Work with finance manager and attorney on any unpaid invoices as to how to handle (email reminder, letter from attorney, etc.) Help clients to think about their estate planning needs. This is a good opportunity to help them realize the lack of estate planning documents or outdated Wills, Durable Powers of Attorney, Living Wills and Designation of Health Care Surrogates can be an issue for their loved ones. If it is determined that they need to move forward with their estate planning, intake the necessary information for moving the matter forward and to prepare the necessary documents.
Coastal Legacy Law
New Smyrna Beach, Florida
Are you an experienced Probate and Estate Planning Attorney ready to build a legacy? Coastal Legacy Law is not your average law firm, and we are not looking for an average attorney. We are a close-knit team building a future based on heartfelt client service and an incredible, supportive, and growth-oriented culture. We believe in work-life integration and protecting our team from the burnout that is all too common in the legal industry. If you are a driven, highly ethical, and enterprising attorney who wants to lead a department, make a significant impact, and thrive in a truly supportive and collaborative environment, we invite you to apply. This isn't just a job; it's an opportunity to be a pivotal part of our firm's continued success and help shape our future. The Opportunity As our Probate and Estate Planning Attorney, you will help us develop our probate department. This is a crucial leadership role where you will not only manage cases but also build and mentor a team, starting with hiring and onboarding a dedicated Probate Paralegal. You will be a cornerstone of our practice, driving growth while delivering the compassionate, client-centered service that defines us. Why You'll Love Working at Coastal Legacy Law: We are committed to creating a nurturing environment where every team member can flourish both professionally and personally. A Truly Supportive Culture: We are a team where no one is above anyone else. We genuinely care for one another and foster a spirit of camaraderie. You will work with us, not for us. Work-Life Integration: We believe in empowering you to maintain your personal well-being. This is a hybrid role with the flexibility to work from home when not meeting with clients. We offer flexible PTO and do not require weekend work, outside of occasional team events or conferences. Compensation and Benefits: We offer a competitive salary, performance-based bonuses tied to practice growth and client satisfaction, a 401(k) with matching opportunities, and a monthly health care stipend. Location: This role requires travel between our offices in DeLand and New Smyrna Beach . If youre looking for a place where your work truly matters and your growth is supported, Coastal Legacy Law is the place to build your career. To apply, complete the application here and upload your resume in a PDF format (Word format will not be read), including the DISC assessment, and upload a 2-5 minute (max) video to the link below explaining: 1) What makes you excited about working with us 2) Why you're the best candidate for the job 3) What are the benefits of joining our team 4) What you bring to the table in terms of experience 5) anything else you believe is important for us to know Your application will not proceed without this. Please make sure your video and audio are clear. Upload Link: Compensation: $90,500 Responsibilities: Your Role Will Involve: Practice & Department Leadership: Build the Probate Department: Develop and lead the firm's Probate practice area, with potential expansion into Guardianship and Trust Administration. You will leverage your expertise to drive efficiency and innovation, aligning all processes with our firm's core principles. Process Creation: Design, implement, and continually optimize all probate processes and procedures to ensure a seamless and compassionate client experience from start to finish. Operational Excellence: Master and ensure follow-through on our firm's established systems and best practices, especially our technology stack, to maintain the highest standards of quality and efficiency. Estate Planning: Provide expert legal counsel and services in estate planning, which will be a secondary but vital part of your responsibilities. Leadership & Team Development: Team Building: Take full responsibility for hiring and onboarding a Probate/Guardianship or Probate/Elder Law Paralegal to support your growing department. Mentorship: Lead, mentor, and inspire your team, fostering a collaborative and high-performance culture where asking for help is a strength, not a weakness. Performance Management: Define, track, and analyze key performance indicators (KPIs), holding your team accountable for goals in a supportive, clear, and constructive manner. Knowledge Sharing: Lead and engage in regular knowledge-sharing sessions and collaborative problem-solving on complex cases to elevate the entire team's expertise. Conflict Resolution: Engage in healthy conflict to solve real problems quickly, always aiming to resolve issues constructively by balancing kindness, firmness, and clarity. Firm Growth & Community Engagement: Relationship Building: Forge and nurture lasting relationships with referral partners, clients, and team members as a key driver of our firm's growth. This includes active participation in networking events. Community Engagement: Lead monthly client-generating workshops (a mix of in-person and webinars) to connect with potential clients and expand our firm's reach. Metrics-Driven Success: Meet and exceed pre-set monthly revenue goals through a combination of estate planning sessions and probate, guardianship, or trust administration cases, with a target client engagement/close rate of 80% after the initial consultation. Qualifications: What You Bring: A Juris Doctor (J.D.) degree from an accredited law school and an active license to practice law in Florida . Demonstrated experience in Florida probate and estate planning. You're driven, take initiative, and have a growth mindset to apply this within a collaborative team. Exceptional integrity , honesty , and loyalty , with a client-first mentality. A collaborative spirit and the ability to thrive in a supportive team, where asking for help is a strength. Strong communication and interpersonal skills , capable of fostering healthy relationships with team members and engaging clients. Public speaking , decision-making , communication , interpersonal , and problem - solving skills are necessary for this role. Highly tech-savvy: Proficient with G-Suite, various CRMs, payment processing software, and Zoom, with the ability to self-troubleshoot technical issues. We are committed to leveraging modern legal technology to enhance our practice and client experience, and you will play a key role in ensuring our team effectively utilizes these tools and adopts new solutions, including as well as leveraging AI. Ability to learn quickly: You possess a strong aptitude for rapidly acquiring new knowledge and skills, essential for adapting to evolving legal landscapes and existing firm processes. About Company At Coastal Legacy Law , were a close-knit team dedicated to making a meaningful impact. If youre looking to grow your career and work alongside supportive, down-to-earth colleagues. We are a team where no one is above anyone else, period. We genuinely care about our team members and foster a spirit of camaraderie. We are a firm where you with with us , not for us. What Makes Us Different: A Truly Supportive Team : Every role matters here. We value everyones contributions and foster a collaborative, respectful environment. We genuinely care about our team members, supporting each other and ensuring a healthy, balanced work environment. Work That Matters : We help families protect their legacies and navigate lifes biggest transitions. Its rewarding work, and youll see the difference youre making every day. If youre looking for a place where your contributions are valued and your work makes a difference, Coastal Legacy Law is the place to build your career. Wed love to hear from you! Compensation details: 0 Yearly Salary PI17416f278d4a-5001
Are you an experienced Probate and Estate Planning Attorney ready to build a legacy? Coastal Legacy Law is not your average law firm, and we are not looking for an average attorney. We are a close-knit team building a future based on heartfelt client service and an incredible, supportive, and growth-oriented culture. We believe in work-life integration and protecting our team from the burnout that is all too common in the legal industry. If you are a driven, highly ethical, and enterprising attorney who wants to lead a department, make a significant impact, and thrive in a truly supportive and collaborative environment, we invite you to apply. This isn't just a job; it's an opportunity to be a pivotal part of our firm's continued success and help shape our future. The Opportunity As our Probate and Estate Planning Attorney, you will help us develop our probate department. This is a crucial leadership role where you will not only manage cases but also build and mentor a team, starting with hiring and onboarding a dedicated Probate Paralegal. You will be a cornerstone of our practice, driving growth while delivering the compassionate, client-centered service that defines us. Why You'll Love Working at Coastal Legacy Law: We are committed to creating a nurturing environment where every team member can flourish both professionally and personally. A Truly Supportive Culture: We are a team where no one is above anyone else. We genuinely care for one another and foster a spirit of camaraderie. You will work with us, not for us. Work-Life Integration: We believe in empowering you to maintain your personal well-being. This is a hybrid role with the flexibility to work from home when not meeting with clients. We offer flexible PTO and do not require weekend work, outside of occasional team events or conferences. Compensation and Benefits: We offer a competitive salary, performance-based bonuses tied to practice growth and client satisfaction, a 401(k) with matching opportunities, and a monthly health care stipend. Location: This role requires travel between our offices in DeLand and New Smyrna Beach . If youre looking for a place where your work truly matters and your growth is supported, Coastal Legacy Law is the place to build your career. To apply, complete the application here and upload your resume in a PDF format (Word format will not be read), including the DISC assessment, and upload a 2-5 minute (max) video to the link below explaining: 1) What makes you excited about working with us 2) Why you're the best candidate for the job 3) What are the benefits of joining our team 4) What you bring to the table in terms of experience 5) anything else you believe is important for us to know Your application will not proceed without this. Please make sure your video and audio are clear. Upload Link: Compensation: $90,500 Responsibilities: Your Role Will Involve: Practice & Department Leadership: Build the Probate Department: Develop and lead the firm's Probate practice area, with potential expansion into Guardianship and Trust Administration. You will leverage your expertise to drive efficiency and innovation, aligning all processes with our firm's core principles. Process Creation: Design, implement, and continually optimize all probate processes and procedures to ensure a seamless and compassionate client experience from start to finish. Operational Excellence: Master and ensure follow-through on our firm's established systems and best practices, especially our technology stack, to maintain the highest standards of quality and efficiency. Estate Planning: Provide expert legal counsel and services in estate planning, which will be a secondary but vital part of your responsibilities. Leadership & Team Development: Team Building: Take full responsibility for hiring and onboarding a Probate/Guardianship or Probate/Elder Law Paralegal to support your growing department. Mentorship: Lead, mentor, and inspire your team, fostering a collaborative and high-performance culture where asking for help is a strength, not a weakness. Performance Management: Define, track, and analyze key performance indicators (KPIs), holding your team accountable for goals in a supportive, clear, and constructive manner. Knowledge Sharing: Lead and engage in regular knowledge-sharing sessions and collaborative problem-solving on complex cases to elevate the entire team's expertise. Conflict Resolution: Engage in healthy conflict to solve real problems quickly, always aiming to resolve issues constructively by balancing kindness, firmness, and clarity. Firm Growth & Community Engagement: Relationship Building: Forge and nurture lasting relationships with referral partners, clients, and team members as a key driver of our firm's growth. This includes active participation in networking events. Community Engagement: Lead monthly client-generating workshops (a mix of in-person and webinars) to connect with potential clients and expand our firm's reach. Metrics-Driven Success: Meet and exceed pre-set monthly revenue goals through a combination of estate planning sessions and probate, guardianship, or trust administration cases, with a target client engagement/close rate of 80% after the initial consultation. Qualifications: What You Bring: A Juris Doctor (J.D.) degree from an accredited law school and an active license to practice law in Florida . Demonstrated experience in Florida probate and estate planning. You're driven, take initiative, and have a growth mindset to apply this within a collaborative team. Exceptional integrity , honesty , and loyalty , with a client-first mentality. A collaborative spirit and the ability to thrive in a supportive team, where asking for help is a strength. Strong communication and interpersonal skills , capable of fostering healthy relationships with team members and engaging clients. Public speaking , decision-making , communication , interpersonal , and problem - solving skills are necessary for this role. Highly tech-savvy: Proficient with G-Suite, various CRMs, payment processing software, and Zoom, with the ability to self-troubleshoot technical issues. We are committed to leveraging modern legal technology to enhance our practice and client experience, and you will play a key role in ensuring our team effectively utilizes these tools and adopts new solutions, including as well as leveraging AI. Ability to learn quickly: You possess a strong aptitude for rapidly acquiring new knowledge and skills, essential for adapting to evolving legal landscapes and existing firm processes. About Company At Coastal Legacy Law , were a close-knit team dedicated to making a meaningful impact. If youre looking to grow your career and work alongside supportive, down-to-earth colleagues. We are a team where no one is above anyone else, period. We genuinely care about our team members and foster a spirit of camaraderie. We are a firm where you with with us , not for us. What Makes Us Different: A Truly Supportive Team : Every role matters here. We value everyones contributions and foster a collaborative, respectful environment. We genuinely care about our team members, supporting each other and ensuring a healthy, balanced work environment. Work That Matters : We help families protect their legacies and navigate lifes biggest transitions. Its rewarding work, and youll see the difference youre making every day. If youre looking for a place where your contributions are valued and your work makes a difference, Coastal Legacy Law is the place to build your career. Wed love to hear from you! Compensation details: 0 Yearly Salary PI17416f278d4a-5001