Estate Planning Paralegal

Job Description

Job Description

We are seeking an enthusiastic and dedicated Estate Planning Paralegal who shares our mission and values to join our growing team.

This is NOT your usual paralegal position where you are bogged down all day drafting documents. This position is a hybrid of paralegal and client services and is extremely client-facing. If you enjoy talking to clients and their other advisors more than you enjoy drafting legal documents, this is the job for you!

This team member creates a relationship with the client that starts when they engage the firm and becomes the client’s main point of contact until the conclusion of representation.

This is for someone who thrives in sophisticated planning, values precision, and wants to grow alongside a firm with real momentum.

Our mission is to deliver clarity, protection, and strategic guidance to successful families and business owners. Our vision is to continue expanding our advanced planning and private wealth division — and we need a sharp, confident paralegal who can help us execute at an elite level.

If you are Hungry, Scrappy, Smart, Anti-Fragile, and Accountable — keep reading.

This is a long-term position with room for growth as we always look to promote from within first.

This is a full-time, in-office position. The office is in Coral Gables, FL.

Compensation:

$65,000 - $80,000 yearly

Responsibilities:

• Attend and host the initial meetings with clients
• Exceptional Communication Skills, as you will be talking with clients all day
• Act as a liaison between the attorney and the client
• Lead the Signing Ceremony meeting and be able to explain a client's estate plan to them
• Run the Funding Meeting - Assist clients in titling and naming of assets
• Manage various databases and software programs like CLIO
• Uphold a strong work ethic, good judgment, professional appearance, and a positive demeanor

Qualifications:

• At least 5 years of experience in estate planning paralegal work
• Demonstrated competence in working with multiple databases (e.g., Clio, Monday.com, Wealth Counsel), as well as various portals and programs
• High-level proficiency in Microsoft Word, Excel, and Adobe applications
• An aptitude for effective verbal and written communication
• A driven work ethic and the capacity to exercise sound judgment
• A responsible attitude and an appropriate demeanor

About Company

Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.

Our Vision:

We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact.

We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.