Paralegal - Trust and Estates

Job Description

Job Description

Paralegal - Trust and Estates

Established (20+ Years) Estate Planning & Tax Law Firm Seeking Trust and Estates Paralegal in Palm Beach Gardens, FL

An established (20+ years), AV-Rated boutique law firm in Palm Beach Gardens, FL is seeking a Trust and Estates Paralegal with 1-3+ years of experience supporting estate planning, trust and probate administration, and tax matters for high-net-worth clients to join their team onsite. This role offers significant exposure to complex work, strong mentorship, and excellent long-term career growth in a collegial environment where teamwork, organization, and client service are central.

Offer: Hourly rate: $33-$40+, contingent on experience
Comprehensive benefits package, including full medical premium coverage for individuals
20 days PTO
401(k) with 4% match after one year of employment
Onsite schedule of 8:30am-5:30pm with excellent work/life balance
Collegial boutique environment with strong mentorship and long-term career growth opportunities

Qualifications: 1-3+ years of paralegal experience in trusts and estates, ideally supporting high-net-worth clients
Strong organizational skills, exceptional attention to detail, and the ability to manage multiple complex matters simultaneously
Polished telephone manner and a professional, customer-focused communication style
Ability to handle matters independently from intake through completion after an attorney's initial client meeting and instruction
Hands-on experience drafting Revocable Trusts, Durable Powers of Attorney, Healthcare Surrogates, Living Wills, Last Wills and Testaments, and other related estate planning documents
Notary commission, or willingness to obtain one, in order to lead and notarize client document signings
Collaborative approach with the ability to work effectively alongside attorneys, CPAs, financial advisors, and clients
Experience with Amicus Attorney is a plus but not required

Responsibilities: Meet with clients and family members to gather information and support the planning process
Transcribe attorney dictations and prepare related correspondence
Prepare and e-record deeds
Draft Revocable Trusts, Durable Powers of Attorney, Healthcare Surrogates, Living Wills, Last Wills and Testaments, and other Trust and Estate documentation
Set up asset schedules and funding documents to support trust administration
Lead client document signings and notarize documents as needed
Assist the in-house CPA team with tax return preparation and related compliance work
Handle matters independently from A to Z following an attorney's initial meeting and instruction
Stay organized across multiple active client files and maintain accurate, timely documentation throughout each engagement

 

Benefits

 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/02/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.