Estate Planning Paralegal

Clearwater, United States | Posted on 01/29/2026 At atCause Law Office , our paralegals bridge the gap between our clients’ visions for the future and our attorneys’ expertise, ensuring compassionate, efficient, and transparent support throughout the estate planning journey . Paralegals empower our clients by meticulously crafting the foundation of their legacy, managing critical details with care and precision so our attorneys can focus on high-level legal strategy. In our non-stuffy, collaborative environment , paralegals are trusted team members who embody our commitment to putting people first—transforming complex legal puzzles into clear, actionable plans. We don't just file paperwork; we deliver peace of mind and drive meaningful outcomes for the families we serve. What you will be responsible for Manageindividual case workflows from intake to completion, ensuring alignmentwith client goals, attorney strategies, and Florida estate planning laws. Maintainproactive client relationships by providing transparent updates,addressing inquiries, and handling sensitive matters with empathy, such asbereavement or complex family dynamics. Coordinatethe collection of financial and personal data required for comprehensiveestate planning. Monitorcase deadlines and deliverables to ensure the timely completion anddelivery of all estate planning services. Document Preparation and Substantive Support Drafthigh-quality estate planning documents, including Wills, Revocable LivingTrusts, Powers of Attorney, and Advance Directives, ensuring strictaccuracy and compliance with Florida legal standards. Assistattorneys with legal research to support estate planning strategies andstay current on developments in Florida estate planning and probate law. Organizeand maintain digital and physical client files, ensuring confidentialityand accessibility for the legal team. Facilitatethe funding of trusts by preparing deeds, beneficiary designations, andother asset transfer documents. Collaboratewith attorneys and other departments (e.g., probate, elder law) to provideintegrated support for complex client needs. Requirements Bachelor’sdegree or paralegal certificate from an accredited program (or equivalentexperience). 2+years of experience as a paralegal, specifically in estate planning orprobate law. In-depthknowledge of estate planning processes, including the mechanics of wills,trusts, and Florida-specific execution requirements. Proficiencyin legal research tools (e.g., LexisNexis, Westlaw) and case managementsoftware. Strongdrafting skills for legal documents, with exceptional attention to detailand a "right-the-first-time" mindset. Excellentverbal and written communication skills for professional client andattorney interactions. Compassionate,client-focused mindset, aligning with atCause’s people-first philosophy,particularly in sensitive estate planning contexts. Abilityto work independently and manage a personal caseload while thriving in a fast-paced, non-stuffy workplace culture. This role starts at a salary of $50,000 - $55,000 per year Generous bonus program based on matters completed PTO and sick days after 90 days Unlimited PTO after one year Fun and "Non-Stuffy" atmosphere In-house training programs Weekly paid meals Free snacks and drinks in the office.

COMMITMENT TO DIVERSITY

atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce. reflective of our communities, is an integral and welcome part of a successful and ethical business. #J-18808-Ljbffr Atcauselaw