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Estate Planning Paralegal

$75k - $100k

Jobot

About the Firm Boutique Trusts & Estates Law Firm - Collaborative Culture! The firm is a well-established boutique Trusts & Estates firm in Palm Beach Gardens 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. Position Summary The ideal candidate will have experience supporting attorneys with estate planning, probate, trust administration, estate administration, client communication, and the preparation of estate planning documents from start to finish. 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. 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. Compensation Salary: $75,000 - $100,000 per year. EEO Statement 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. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. #J-18808-Ljbffr Jobot

Vacancy posted 3 days ago
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