Estate Planning Paralegal

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. Hosted by Alyssa Montgomery, this role offers meaningful client interaction, high‑quality estate planning work, and the chance to be a trusted part of a smaller, relationship‑driven firm environment. The firm values client service, organization, teamwork, and trust, and looks for a hands‑on, client‑facing contributor who will be important to the day‑to‑day success of the practice.

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
• Coordinate 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

Pay

Salary: $75,000 – $100,000 per year