Description

We are seeking an experienced Estate Planning Paralegal to join our team and work closely with our estate planning attorneys throughout the client lifecycle.

The ideal candidate has hands-on experience preparing estate planning documents and managing estate planning matters from initial client information gathering through document preparation, attorney review, execution, and finalization.

This position is ideal for a highly organized, detail-oriented professional who understands the importance of accuracy in estate planning and enjoys working directly with attorneys and clients.

Responsibilities

$44

Qualifications
• 3+ years of paralegal experience, with significant experience in estate planning preferred
• Hands-on experience preparing and working with estate planning documents
• Strong understanding of wills, trusts, powers of attorney, health care directives, and related estate planning concepts
• Knowledge of Florida estate planning practices and procedures strongly preferred
• Exceptional attention to detail and accuracy, written and verbal communication skills
• Ability to manage multiple matters and competing deadlines
• Strong organizational and follow-through skills
• Comfortable communicating directly with clients in a professional and compassionate manner
• Ability to identify missing information, inconsistencies, and potential issues and bring them to the attorney's attention
• Proficiency with Microsoft Office and legal case management systems