Logo
Berlin Patten Ebling

Legal Assistant- Estate Planning and Probate

Berlin Patten Ebling, Florida, New York, United States

Save Job

About Berlin Patten Ebling, PLLC Welcome to Berlin Patten Ebling, an established and award‑winning law firm recognized for its innovative approach to the legal field. Our focus extends beyond traditional legal services— we aim to set higher standards and redefine what excellence means in our industry.

We combine the agility and innovation of a tech startup with the commitment to inclusivity and diverse perspectives. BPE fosters an environment for those with a creative approach to legal issues, pledging outstanding real estate and estate planning services within a workplace culture that emphasizes collaboration and open dialogue.

Here, your role goes well beyond a typical job description. You are an integral member of a team that prioritizes personal well‑being and professional growth. Every success is shared, and every voice matters.

Why Estate Planning Experience Matters Estate Planning is about far more than forms—it’s about protecting families, preserving legacies, and creating peace of mind. That’s why we place the highest value on candidates with strong backgrounds in Florida Estate Planning.

Responsibilities

Provides professional, secretarial, and clerical support to the Estate Planning and Probate Team

Filing, mailing, and scanning

Data entry of client information

Researches and verifies addresses, locations, and documents

Answers phones, appropriately responds to requests or inquiries

Serves as a support resource to other offices as needed

Strategize with the attorney as to implementing the most effective plan of action to move a case from the beginning to its conclusion successfully

Willingness to problem‑solve and ability to research various judges’ rules and requirements

Ability to prepare rough drafts of motions, proposed orders, etc., which the attorney will finalize.

Other tasks as assigned.

Ability to travel between Lakewood Ranch and St Petersburg Office as needed. Primary office will be Lakewood Ranch.

Qualifications

Excellent oral and written communication skills.

Bilingual (English/Spanish) strongly preferred.

Strong time management and organizational skills.

Proficiency with WealthCounsel and/or Westlaw Form Builder (or similar).

Proficiency with Google Workspace preferred.

Typing speed: 60–100 WPM required.

Advancement Opportunities At BPE, we believe in developing talent from within. Legal Assistants have clear pathways for growth, including:

Paralegal roles

with increased responsibility and autonomy

Specialization opportunities

in advanced Estate Planning, Probate, or Trust Administration

Leadership tracks , including team lead or mentor roles

Professional development support , such as CLE opportunities and training programs

Potential to transition into other legal departments , depending on skillset and interest

We invest in our team members because we want every employee to build a long, fulfilling career with us.

Why Join BPE?

Energizing Work Culture:

We celebrate successes together.

Employee Engagement:

Join Our Employee Engagement Committee.

Team‑Bonding Events:

Regular events promote collaboration and camaraderie.

Firm Trip:

All‑expenses‑paid annual company trip after one year.

Everyday Perks:

Snacks, drinks, monthly lunches, and employee appreciation events.

Community Involvement:

Participate in initiatives that make a positive impact.

#J-18808-Ljbffr