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Litigation Paralegal needed for immediate placement Law Offices of Rhonda F. Gelfman, P.A. – North Miami Beach, FL Full-Time | In-Office Only Seeking a skilled paralegal, familiar with Florida statutes, case law, family matters, civil claims, arbitration, and the ability to learn new areas of law in a fast paced environment.

Job Summary: Support in-house legal team for a national retail real estate owner/operator. Primary focus on retail leasing (shopping centers, power centers, big-box, QSR) including lease drafting, amendments, SNDAs, estoppels, and portfolio administration. Key Responsibilities: • Draft and review retail leases, LOIs, amendments, SNDAs, estoppels, and subordination agreements, • Abstract leases and maintain critical date calendars for percentage rent, co-tenancy, kick-outs, etc., • Coordinate with leasing brokers, property managers, and outside counsel on deal flow, • Manage lease execution process and maintain fully executed lease files, • Assist with due diligence for acquisitions, dispositions, and financing Qualifications • 3–7 years paralegal experience with retail leasing (shopping centers, big-box, QSR), • Deep knowledge of percentage rent, CAM reconciliation, exclusive use, and co-tenancy provisions, • Yardi, MRI, or Lucernex experience strongly preferred

Corporate Paralegal – Real Estate We are seeking a detail-oriented and experienced Corporate Paralegal to support a dynamic real estate company. The ideal candidate will provide legal and administrative assistance to the General Counsel and legal team, with a focus on entity management, contracts, and real estate transactions. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced corporate environment. Key Responsibilities: • Prepare, review, and maintain corporate governance documents, including entity formations, annual reports, resolutions, and minutes., • Support real estate acquisitions, dispositions, and lease transactions by assisting with document preparation, due diligence, and closing coordination., • Track and organize property and entity documentation, including titles, deeds, and lease agreements., • Manage contract lifecycles, including drafting standard agreements, tracking key dates, and ensuring timely renewals., • Coordinate with internal departments, outside counsel, and external partners as needed., • Conduct research, maintain filing systems, and ensure compliance with corporate and legal recordkeeping standards. Qualifications: • Minimum 3–5 years of paralegal experience, preferably in a corporate or real estate environment., • Bachelor’s degree and/or Paralegal Certificate required., • Strong understanding of corporate governance, contract management, and real estate documentation., • Exceptional attention to detail, accuracy, and organizational skills., • Proficient in Microsoft Office and document management software., • Ability to handle confidential information with discretion and professionalism

Role Overview Mercor is collaborating with a leading AI-driven lab to strengthen the accuracy and reliability of large language models. Independent contractors in this engagement will design research-style prompts, validate model outputs, and carefully cross-check information across multiple sources. This opportunity is well-suited for detail-oriented individuals with strong research and fact-checking skills. The engagement is short-term, with flexibility for potential extensions. ### Key Responsibilities - Create research-style prompts requiring browsing across multiple domains - Review and validate responses for accuracy, completeness, and clarity - Identify ambiguities, subjective phrasing, or formatting inconsistencies - Provide structured feedback to improve data quality and consistency ### Ideal Qualifications - Strong attention to detail with the ability to spot inconsistencies - Skilled in verifying information across multiple domains and sources - Clear and objective written communication skills - Analytical, meticulous, and reliable in following structured guidelines ### Possible Backgrounds This engagement may be a strong fit if you have experience as a: _(This list is not exhaustive; applicants with similar skills are encouraged to apply.)_ - Research assistant, graduate student, or academic editor - Teacher, tutor, or test prep instructor - Paralegal or legal researcher - Librarian, archivist, or information specialist - Nonprofit researcher, grant writer, or program officer - Freelance editor, proofreader, or content writer - Regulatory filing, insurance claims, or compliance clerk ### More About the Opportunity - Flexible and remote — work on your own schedule - Up to 40 hours/week available; minimum 20 hours/week commitment - Rolling start dates; setup typically within 1–2 days after approval - Approximate 10-week engagement, with potential for extensions ### Compensation & Contract Terms - Applicants must be based in U.S., UK, or Canada ONLY - Independent contractor arrangement through Mercor - Paid weekly via Stripe Connect ### Application Process - Submit a short form and complete a brief interview (20–30 minutes) - Complete a short screening test upon invitation - Applicants must be based in the U.S., UK, or Canada ### About Mercor - Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations - Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey - Thousands of professionals across law, engineering, research, and creative fields collaborate with Mercor on frontier AI projects shaping the future

National trial firm seeking a strong litigation paralegal to join their Miami office. This position will be responsible for assisting attorneys in all stages of litigation matters. Candidates MUST have experience with Personal Injury preferably on the defense side. Must have applicable knowledge of motions, discovery, evidence, litigation documentation, court rules and procedures, the ability to prioritize tasks and meet deadlines, and strong communication skills along with attention to detail. This firm offers excellent benefits, free parking, and 1 day WFH. For consideration please send resume in Word form to Martha Baitcher at .

National trial firm seeking a strong litigation paralegal to join their Miami office. This position will be responsible for assisting attorneys in all stages of litigation matters. Must have applicable knowledge of motions, discovery, evidence, litigation documentation, court rules and procedures, t

We’re seeking an experienced Corporate Paralegal with at least 7+ years of corporate transactional experience in a law firm setting. The ideal candidate is detail-oriented, proactive, and enjoys supporting attorneys across all stages of corporate transactions — from entity formation to closing. This boutique law firm handles complex domestic and cross-border corporate transactions, offering the opportunity to work closely with attorneys on sophisticated deals across multiple jurisdictions. Key Responsibilities • Assist with entity formation, corporate maintenance, and due diligence., • Manage name and director/officer changes and foreign qualifications., • Support attorneys with acquisition transactions and internal restructurings., • Prepare and maintain corporate records and documentation., • Use the Clio document management system (experience preferred). What We’re Looking For • Bilingual in English and Spanish., • 7+ years of experience in corporate transactional law within a law firm., • Excellent organization and communication skills., • Clio experience is a plus. What’s on Offer • Competitive salary, commensurate with experience., • Comprehensive benefits: medical, dental, vision, life, and 401(k)., • Reasonable billable requirement: 1,450 hours per year., • A collaborative team that values quality, growth, and work-life balance. If you’re a seasoned paralegal looking to join a respected boutique law firm with an outstanding reputation and supportive culture, we’d love to hear from you.

Rubenstein Law's Mass Tort division represents clients nationwide in defective products, dangerous drugs, and chemical cases.

High School or equivalent required; Bachelor's Degree or paralegal certificate from an ABA approved paralegal program preferred. Minimum of three (3) years of experience as a Litigation Paralegal required. Experienced Litigation Paralegal.

This position is integral to the management of cases involving construction defect claims, personal injury defense, general contractor liability, and workers' compensation matters. Capable of analyzing complex construction documentation to identify key issues and support case strategy. Stays current

RemoteJobs #RemoteParalegal #LitigationJobs #FOIAJobs #LegalCareers #eDiscoveryParalegal #ParalegalJobs #LHH #lhhLEGAL #LetsChatSoon #NowHiring. Job Title: Remote Litigation Paralegal (Temporary W-2 Contractor). Minimum of 4 years of civil litigation experience, including at least 1 year working in-

Sioli Alexander Pino is a busy, fast-paced insurance defense law firm seeking a detail-oriented and highly organized Litigation Paralegal to join our growing team. The ideal candidate will be a proactive problem solver, skilled at managing multiple priorities in a deadline-driven environment and exp

Construction Litigation Paralegal: Minimum 2 years of Construction Litigation experience (Required). Paralegal to join our Construction Defect Litigation Practice Group in South Florida. Priorconstruction litigation experience required.

Litigation Paralegal/Legal Assistant. Familiarity with legal software. This position is ideal for someone who thrives on both the structure of legal administrative responsibilities and the substantive engagement of hands-on case support.

We are seeking an experienced Litigation Paralegal to join our team. As a Litigation Paralegal you will work closely with our talented attorneys providing support before, during and after trials. Completion of a nationally accredited paralegal program (preferred).

Litigation Paralegal for its client's Miami office. Assist attorneys in all phases of civil litigation: discovery, trial prep.

Contract Attorney or Paralegal - 340B Program (Remote).Remote (Any State License Accepted).Employment Type: Contract (Set your own hours for a project).We are seeking a highly skilled and detail-oriented Contract Attorney or Paralegal with expertise in the 340B Drug Pricing Program to join our team

Ascension Global Staffing & Executive Search has been engaged by a respected law firm in Miami, FL to recruit a skilled Commercial Litigation Paralegal with experience handling complex cases and managing electronically stored information (ESI). The ideal candidate will have a strong background suppo

We are looking for a detail-oriented and experienced litigation paralegal to provide critical support to a busy team of attorneys. This is a hybrid role that offers the opportunity to work on complex litigation matters in both federal and state courts, while enjoying flexibility and a collaborative

The Litigation Paralegal will assist attorneys in civil litigation matters handling all phases of discovery and trial preparation. Highly developed interpersonal skills with the ability to confidently and graciously interact with Associates, Partners, Paralegals and all staff members.

The Miami, FL office is seeking a paralegal with litigation experience. Bachelor's degree or Paralegal Certificate. At least three years of litigation work experience.

We are looking for a dedicated professional with a strong background in litigation to assist our attorneys throughout all stages of litigation matters. Join our esteemed national trial firm as a Litigation Paralegal Specialist. Demonstrate expertise in motions, discovery processes, evidence, and lit

We're looking for an experienced Litigation Paralegal with a defense background who can manage cases independently, assist in trial preparation, and support attorneys on complex litigation files. Minimum 5+ years of litigation paralegal experience, preferably in defense work. A prominent Florida def

The Litigation Paralegal will provide comprehensive organizational and practice-specific support to attorneys throughout all phases of litigation from case inception through post-trial proceedings. Ascension Global Staffing & Executive Search is seeking a Litigation Paralegal for our client's Miami

Trust and Estate Administration Paralegal. The successful candidate will handle all phases of estate and trust administration while working closely with attorneys, clients, financial planners, and accountants. Manage all aspects of estate and trust administration, including probate.

Ascension Global Staffing & Executive Search is seeking a Litigation Paralegal to join our client's Miami office and provide support to our legal team in managing complex litigation matters. The ideal candidate will be detail-oriented, proactive, and experienced in handling all phases of litigation,

The Litigation Paralegal will assist attorneys in civil litigation matters handling all phases of discovery and trial preparation. Highly developed interpersonal skills with the ability to confidently and graciously interact with Associates, Partners, Paralegals and all staff members.

Our client is a leading National Law Firm and are looking for an experienced litigation paralegal to join their team in Miami. Implementation of all elements of evolving commercial litigation case and knowledge management systems, including file management (electronic and hard copy), case calendarin

A full-service Plaintiff’s personal injury law firm is seeking an experienced Litigation Paralegal to join our team. Assist attorneys in all phases of litigation, including case management from intake through trial or settlement • Draft and prepare legal documents, including complaints, discover

Now Hiring: Bankruptcy Legal Assistant or Bankruptcy Paralegal (Miami, FL) A well-established Miami law firm focused on consumer bankruptcy matters (primarily Chapter 7 and Chapter 13) is seeking a dedicated legal professional to join its growing team. Open Positions: Bankruptcy Legal Assistant • Compensation: $20–$25/hour, • Experience: Minimum 6+ months of bankruptcy experience, • Compensation: $25–$30/hour, • Experience: 2+ years of paralegal experience preferred (creditors-side experience acceptable), • Employment Type: Direct hire (not contract or contract-to-hire), • Language Requirement: Must be bilingual in English and Spanish (approximately 75% of clients are Spanish-speaking), • Reporting Structure: Reports to supervising paralegals and multiple attorneys, • Work Schedule: In-office, Monday–Friday, 9:00 a.m.–6:00 p.m. (overtime available if desired), • Firm Environment:, • Collaborative, team-oriented culture, • Hands-on leadership, • Active in community and charitable events, • Fast-paced, high-volume caseload, • If you’re looking for a stable, team-focused environment where you can make a difference in clients’ lives, this is an excellent opportunity to grow your bankruptcy experience and work with a respected Miami firm. We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Pay:$20.00 - $30.00

Minimum 5+ years of experience as a litigation paralegal in a law firm environment. Familiarity with bankruptcy and bankruptcy litigation is a plus. Minimum 5+ years of litigation experience in a law firm.

In this role, the paralegal will work with multiple attorneys providing a full range of litigation support including, but not limited to the following:. Minimum of 5 years of law firm (paralegal) litigation experience preferred. The Firm is ranked in the First Tier nationally in the category of Labo

A Florida stablished law firm is seeking an experienced Insurance Defense PIP Paralegal for its Tampa office.

The BFT Junior Paralegal for BFT team is responsible to collaborate closely and provide legal support to attorneys, paralegals, and legal assistants. At least three years of experience as a junior Paralegal in the area of commercial real estate.

Boutique litigation firm in downtown Miami has an immediate opening for a 5 plus year litigation paralegal.

We are conducting a search for a skilled Litigation Paralegal with 7+ years of law firm and litigation experience. Proven working experience as a litigation paralegal - 7 years' experience. The successful candidate will be able to provide assistance during all phases of the litigation process.

If you're a proactive, detail-oriented litigation paralegal looking to grow your career, we encourage you to apply. This role involves managing case files, drafting litigation documents, coordinating discovery, working with clients and experts, and assisting with trial preparation in a fast-paced en

Our client is seeking a Litigation paralegal for their Miami office. Bachelor's degree or paralegal certificate from an ABA-approved program is required;. AMLAW 100 firm or premier litigation boutique.

Commercial Litigation Paralegal. Bachelor's degree and/or Paralegal Certificate preferred. The ideal candidate will be highly organized, detail-oriented, and comfortable managing complex litigation from inception through trial, with a strong command ofeDiscovery platforms and protocols.

Litigation Paralegal/Legal Assistant. Cruser Mitchell, a nationally recognized litigation defense firm, is seeking a. Ability to calendar litigation deadlines effectively.

Hybrid schedule, no cold calling and only working with existing customers and clients!.This Jobot Consulting Job is hosted by: Brandon Fobert.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $70,000 - $75,000 per year.Fast growing manufacturing organiz

Excellent Firm Benefits | Growth Opportunities | Remote Flexibility.This Jobot Job is hosted by: Jake Vogel.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $75,000 - $85,000 per year.We are a firm focused on our four core practice areas of Construc

A minimum of 5 years of experience as a paralegal,.

Hybrid Litigation Paralegal/ Top PI Firm / 401K / Hybrid/ Great Work Environment /Great Benefit Package This Jobot Job is hosted by: Haley Lucas Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $70,000 - $95,000 per year A bit about us: Based in Miami with multiple offices across the region we are a TOP Ranked Law Firm! Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen to use us as their primary firm! Why join us? Do you want to work with some of the nation’s best Attorneys and Clients? We do too! • Meaningful Work!, • Best in Class Firm!, • Competitive Compensation Package!, • Complete Benefits Package!, • Flexible Work Schedules!, • Accelerated Career Growth!, • Fun Company Activities!, • Many More! Job Details Our legal firm is seeking a Hybrid Litigation Paralegal who is passionate about the law, has a keen eye for detail, possesses excellent organizational skills, and thrives in a fast-paced environment. The candidate will be responsible for providing comprehensive litigation support to our attorneys, including legal research, drafting legal documents, and trial preparation. This position requires a strong understanding of the discovery process, legal compliance, and the use of legal case management software. The candidate must have excellent time management skills and be able to work both independently and as part of a team. Responsibilities 1. Conduct comprehensive legal research and analysis to support case preparation and strategy development., 2. Provide litigation support to attorneys, including drafting and reviewing legal documents, pleadings, motions, briefs, and discovery requests., 3. Manage electronic filing systems, ensuring all documents are properly filed and easily accessible., 4. Prepare for trials by organizing exhibits, assisting with witness preparation, and coordinating logistics., 5. Review and analyze documents during the discovery process, identifying relevant information and potential evidence., 6. Utilize legal case management software for efficient case tracking, calendaring, and document management., 7. Ensure legal compliance by staying updated on current laws, rulings, and regulations that may impact ongoing cases., 8. Assist attorneys with time management by maintaining organized case files, tracking deadlines, and coordinating meetings and appointments., 9. Provide general legal assistance, including communicating with clients, opposing counsel, and court personnel. Qualifications 1. Bachelor's degree in law, paralegal studies, or a related field., 2. Paralegal certification from an ABA-approved institution., 3. A minimum of 5 years of experience as a litigation paralegal., 4. Proficiency in legal research, drafting legal documents, and litigation support., 5. Experience with electronic filing systems and legal document preparation., 6. Familiarity with the discovery process and trial preparation., 7. Proficiency in using legal case management software., 8. A solid understanding of legal compliance., 9. Excellent time management skills and the ability to prioritize tasks effectively., 10. Strong written and verbal communication skills., 11. Ability to work effectively in a team as well as independently., 12. High level of professionalism and discretion in handling confidential information. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. 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Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates. Our client is a well-established law firm located in Coral Gables, FL, known for providing high-quality legal services across various practice areas, including probate and estate planning. The firm prides itself on fostering a supportive and collaborative work environment while offering clients personalized and dedicated legal services.Job Overview: The Probate Paralegal will play a key role in assisting attorneys in managing probate cases from start to finish. The ideal candidate will have extensive experience in Florida probate law and possess excellent organizational, communication, and client service skills. The role requires the ability to work independently, manage deadlines, and handle multiple matters simultaneously.Key Responsibilities: • Assist attorneys with all aspects of probate administration, including the preparation and filing of court documents such as petitions, notices, inventories, and accountings., • Manage case files, ensuring that all relevant information, documentation, and deadlines are properly organized and met., • Draft and review legal documents related to probate and estate administration, including wills, trust agreements, and other estate planning documents., • Coordinate the collection, valuation, and distribution of assets, including real property, personal property, and financial accounts., • Communicate with clients, beneficiaries, financial institutions, and government agencies as needed., • Prepare and file required tax forms, including estate tax returns and other related documents., • Assist with the preparation for hearings, mediations, or other probate proceedings as required., • Ensure compliance with Florida probate law and firm procedures.Requirements:, • Minimum of 5+ years of experience as a probate paralegal, preferably in Florida., • Paralegal certification or equivalent education., • In-depth knowledge of Florida probate laws, estate administration procedures, and court systems., • Strong written and verbal communication skills, with the ability to interact effectively with attorneys, clients, and court personnel., • Proficiency in legal research, document preparation, and case management software., • Excellent organizational skills and attention to detail, with the ability to manage multiple cases simultaneously., • Ability to work independently and meet deadlines in a fast-paced environment., • Strong ethical standards and a commitment to client confidentiality.Preferred Qualifications:, • Experience with estate planning, including drafting wills, trusts, and related documents., • Familiarity with Florida e-filing systems., • Competitive salary based on experience., • Health, dental, and vision insurance., • Retirement plan options., • Paid time off and holidays., • Opportunities for professional growth and development.

Job DescriptionElevate Your Practice | Partner-Level Attorneys & Boutique Firms | Florida A prestigious Florida-based law firm with over a century of excellence is seeking partner-level attorneys and boutique firm groups to join its growing platform. With a deep history, strong reputation, and statewide footprint, this firm serves as a trusted advisor to sophisticated business and institutional clients. Why Consider This Move? Strategic Platform for Growth Join a firm with offices across Miami, Orlando, Tampa, Jacksonville, Fort Lauderdale, West Palm Beach, Sarasota, and Tallahassee, offering statewide coverage and robust cross-selling opportunities. Financial Strength & Practice Support * Competitive base compensation with substantial backend incentives * Full administrative, marketing, and paralegal support * Seamless technology integration and onboarding Collaborative, Entrepreneurial Culture Maintain autonomy while gaining access to 30+ practice groups, creating opportunities to expand services for your clients within a supportive, collegial environment. Comprehensive Benefits * Health, dental, and vision plans * Life and disability insurance * 401(k) with match * Paid Time Off * Parking included * CLE reimbursement and Bar fees covered * Laptop/PDA provided * Wellness Incentive Program and Employee Assistance Program Ideal Candidates Include: Partner-level attorneys or boutique firm groups with at least a partial portable book of business Florida Bar admission (or ability to waive in) Demonstrated stability, client focus, and dedication to providing high-quality legal services An entrepreneurial mindset seeking growth within a respected platform About the Firm For over 100 years, this firm has built its reputation on excellence, integrity, and dedication to client success. Its strategic growth plans are designed to continue meeting increasing client demands while maintaining its strong traditions and collaborative culture. Confidential Inquiries Welcome If you are exploring options to expand your practice, strengthen client services, and gain full support within a leading Florida firm, we invite your confidential inquiry today. Apply now or message us to discuss how this opportunity can take your career and your clients’ experience to the next level.

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates. Ascension Global Staffing & Executive Search is seeking a highly skilled Bankruptcy Paralegal to join our client's Miami office, providing support to attorneys across both the Miami and Houston offices. This is a unique opportunity to work on high-profile, complex Chapter 11 matters in a collaborative and fast-paced environment. After an initial 90-day onboarding period, this position will offer a hybrid work schedule. Key Responsibilities: • Assist attorneys in all phases of Chapter 11 bankruptcy cases from inception to confirmation and post-confirmation., • Draft and file petitions, schedules, SOFAs, notices, motions, proofs of claim, and other court documents using CM/ECF., • Conduct research using PACER and other court databases; maintain case dockets and calendars., • Manage case files and organize documentation related to filings, hearings, and deadlines., • Coordinate with clients, courts, and trustees on case matters and ensure accurate communication flow., • Support preparation for 341 meetings, hearings, and trials including preparation of exhibits and summaries., • Track deadlines and ensure compliance with all applicable court rules and procedures., • Minimum 3 + years of experience as a paralegal with a strong focus on Chapter 11 bankruptcy matters., • Deep understanding of federal bankruptcy rules and procedures., • Proficient in CM/ECF, PACER, and Microsoft Office applications., • Highly organized, detail-oriented, and capable of handling a high volume of tasks with precision., • Strong written and verbal communication skills., • Paralegal certificate preferred, bachelor's degree a plus., • Competitive compensation and benefits package., • Opportunity to support nationally recognized attorneys in high-impact cases., • A collaborative and professional team culture., • Hybrid work flexibility after the 90-day onboarding period.

Job DescriptionAbout the Role We’re looking for a detail-driven Estate Planning Paralegal to join our legal team. In this role, you’ll support attorneys by preparing estate planning documents, communicating with clients, and keeping everything on track from intake to execution. You should be organized, proactive, and comfortable handling sensitive information with discretion. What You’ll Do * Draft estate planning documents including wills, trusts, powers of attorney, and advance healthcare directives * Manage client intake and maintain regular communication throughout the planning process * Organize and maintain case files and document templates * Coordinate document signings, notarizations, and witness arrangements * Prepare asset schedules and funding documents (e.g., trust funding letters, deed transfers) * Conduct legal research as needed to support planning strategies * Track deadlines and ensure all documents are properly filed and executed * Work closely with attorneys to customize plans based on each client’s needs