Estate Planning Paralegal
Boutique Trusts & Estates Law Firm - Collaborative Culture!
Job Details
- Responsibilities:
- Assist attorneys with estate planning, probate, trust administration, and estate administration matters.
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents.
- Support probate and trust administration matters, including petitions, pleadings, asset transfers, accountings, and related documentation.
- Communicate with clients, family members, attorneys, financial institutions, and other involved parties.
- Cook up client meetings, document signings, deadlines, and follow-up items.
- Maintain organized client files and ensure matters continue moving efficiently from intake through completion.
- Prepare deeds, trust funding documents, correspondence, and other legal documentation as needed.
- Provide a high level of client service in a professional, compassionate, and detail-oriented manner.
- Qualifications:
- Prior experience as an Estate Planning Paralegal, Trusts & Estates Paralegal, Probate Paralegal, or similar legal support role.
- Experience drafting estate planning documents such as wills, trusts, POAs, healthcare directives, and related documents.
- Probate, trust administration, or estate administration experience strongly preferred.
- Strong client communication skills and ability to work closely with clients and families.
- Excellent organization, follow-through, and attention to detail.
- Ability to manage deadlines, documents, and multiple matters at once.
- Florida trusts and estates experience preferred.
- Notary experience is a plus.
About the Role
A well-established boutique Trusts & Estates firm in Palm Beach Gardens is seeking an experienced Estate Planning Paralegal to join its team. This is a great opportunity for someone who enjoys meaningful client interaction, high-quality estate planning work, and being a trusted part of a smaller, relationship-driven firm environment.
Requirements
The ideal candidate will have experience supporting attorneys with estate planning, probate, trust administration, and estate administration matters. They should also have experience drafting estate planning documents such as wills, trusts, POAs, healthcare directives, and related documents. Probate, trust administration, or estate administration experience is strongly preferred.
Skills
Strong client communication skills and ability to work closely with clients and families are essential. The candidate should also have excellent organization, follow-through, and attention to detail. The ability to manage deadlines, documents, and multiple matters at once is crucial.
Benefits
This is a strong opportunity for someone who wants to do meaningful estate planning work in a boutique firm environment where client service, organization, teamwork, and trust matter. The firm is looking for someone who can be hands-on, client-facing, and an important part of the day-to-day success of the practice.
Pay
$75,000 - $100,000 per year
Schedule
N/A
Benefits
N/A
Skills
N/A
Commute
N/A
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.