- Attorney
- Provide proficient and timely legal representation to clients of the Firm
- accomplish this by supervising legal staff; delegating tasks to staff efficiently; maintain communication with clients;
- Continuously develop & expand legal knowledge through research and legal education;
- Understanding of matter management software (Action Step)
- Billing & Fees
- Ensure clients execute an attorney/client agreement (DocuSign); determine hourly/flat fee for client or legal plan coverage; establish flat fee rate with clients in accordance with Firm price sheet
- Ensure collection of fees for the Firm
- Ensure legal plan coverage is sufficient for requested services
- Provide proficient and timely legal representation to clients of the Firm
- Estate Planning
- Counseling individuals/families
- Preparing Last Wills, various trust types, and Advance Directives.
- Review documents prepared by paralegal
- Guardianship
- Counseling regarding legal capacity and implementation of advice
- Advising how capacity is determined and the level of capacity of an individual
- Guardian Advocacy for the developmentally disabled
- Guardian of a minor
- Courtroom litigation experience representing those who are or may be subject to guardianship or conservatorship proceedings or other protective agreements
- Review documents prepared by paralegal (pleadings, orders, etc.)
- Medicaid
- Advising, planning and assisting in obtaining public benefits, for Florida Medicaid programs for seniors.
- Review documents prepared by paralegal (application, QIT, etc.)
- Probate and Trust Administration
- Advising and determining actions related to probate and trust administration
- Formal, summary, and ancillary administration, both testate and
Intestate, and trust administration
- Understanding of jurisdictional procedures related to the administrations
- Understanding of issues related to elective share
- Understanding of issues related to homestead
- Understanding of distribution of assets
- Understanding of payment of obligations
- Review documents prepared by paralegal (LOAs, inventories, pleadings)
- Real Estate
- effectively assist clients
- Negotiating, drafting and reviewing real estate contracts
- Drafting documents affecting real estate such as deeds, mortgages, and easements
- Foreclosures and alternatives
- Leases and evictions/ejectments
- Quiet title actions
- Construction liens
- Condominium and homeowner’s association liens and disputes
- Tax certificates
- Partitions
- Homestead Issues
- Boundary Issues
- Non-Disclosure and Fraud
- Time keeping
- Record daily tasks
- Record file note in AS client matter
- Create time entry and check billable box if applicable