Estate Planning Paralegal
Boutique Trusts & Estates Law Firm - Collaborative Culture!
Job Details
- Responsibilities:
- Aid attorneys with estate planning, probate, trust administration, and estate administration.
- 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 prior experience as an Estate Planning Paralegal, Trusts & Estates Paralegal, Probate Paralegal, or similar legal support role. Strong client communication skills and excellent organization, follow-through, and attention to detail are essential.
Benefits
The firm offers a collaborative culture, where client service, organization, teamwork, and trust matter. There is a strong emphasis on hands-on, client-facing work and the importance of being an integral part of the practice's success.
Skills
The ideal candidate will have experience drafting estate planning documents such as wills, trusts, POAs, healthcare directives, and related documents. Probate, trust administration, or estate administration experience is highly valued.
Pay
$75,000 - $100,000 per year
Schedule
N/A
Benefits
N/A
Contact
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