Estate Planning Paralegal

Company DescriptionWe are a well-established Florida law firm specializing in estate planning, estate administration and probate. Our mission is to provide personalized, professional legal services to our clients with integrity and compassion. We are seeking a skilled and detail-oriented Estate Planning Paralegal to join our dynamic team.Key **Document Preparation and *Draft, proofread, and finalize estate planning documents, including wills, trusts, powers of attorney, advance directives, and deeds.Draft, proofread, and finalize probate pleadings, including fiduciary accountings.Maintain and organize client files, both electronically and physically, ensuring accuracy and confidentiality.Manage probate files, including ensuring compliance with all deadlines.Client *Communicate with clients to gather and organize necessary information for estate planning.Schedule and assist in client meetings, including document signings and notarizations.Research and *Conduct legal research on Florida estate planning and probate laws to ensure documents comply with state requirements.Stay updated on relevant changes in laws and regulations affecting estate planning.Administrative *Track deadlines and manage case workflows to ensure timely completion of projects.Assist attorneys with court filings, document recording, and correspondence with clients and external parties.Team *Work closely with attorneys and other team members to provide high-quality service to clients.Coordinate with financial advisors, accountants, and other professionals as needed.Key Performance Indicators1,500 annual billable hours.90% of projects completed on time.*Education and *Bachelor's degree or paralegal certification preferred.Minimum of 3 years of experience in estate planning and probate law, preferably in Florida.****Strong knowledge of Florida estate planning and probate laws.Proficiency in Microsoft Office Suite and legal practice management software.Exceptional organizational skills and attention to detail.Excellent written and verbal communication skills.Ability to manage multiple tasks and deadlines in a fast-paced environment.Familiarity with e-filing and document recording processes in Florida courts is a plus.Familiarity with WealthCounsel and Westlaw Form Builder a plus.

Created: 2025-03-08