Estate Planning Drafting & Signing Paralegal

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off

Drafting & Signing Paralegal (Estate Planning & Elder Law)

Job Summary

Since 2017, Safe Harbor Law Firm has established itself as a premier estate planning and elder law firm serving Southwest Florida families. Our reputation is built on referral relationships, outstanding client service, expert legal advice, and clear solutions that protect our clients legacies. Our mission is to educate and assist clients to protect their assets and put their estate plan in placeempowering families for generations.

We are seeking a detail-oriented, empathetic, and highly organized Drafting & Signing Paralegal to support our Estate Planning and Elder Law practice. This role focuses on drafting estate planning documents, managing deadlines, maintaining firm forms and templates, and supporting client signing meetings, including will plans, revocable trust signings, and irrevocable trust signings.

Position Summary

The Drafting & Signing Paralegal personally and professionally supports the Firms mission by creating, managing, and maintaining drafting and word processing for estate planning matters. This includes drafting trusts, wills, health care documents, powers of attorney, deeds, and related correspondence using Firm-approved templates and processes.

The paralegal works collaboratively with attorneys and the client services team to ensure documents are accurate, prepared on time, and ready for execution. All Firm employees must maintain strict confidentiality regarding clients, Firm interests, and internal operations.

Key Responsibilities

Estate Planning Drafting & Document Production

Draft wills, revocable trusts, irrevocable trusts, powers of attorney, health care surrogate/designation documents, and deeds using Firm-approved templates and drafting systems
Prepare documents that are complete, internally consistent, and ready for attorney review
Accurately incorporate attorney edits and finalize documents efficiently
Maintain and update internal drafting templates and Firm forms as assigned

Signing Preparation & Execution Support

Prepare estate planning documents for client signing meetings, including will plans, revocable trust signings, and irrevocable trust signings
Assemble complete signing packets in correct order and format
Coordinate internally to ensure all documents are ready and correct prior to scheduled signing meetings
Attend client signings as needed and assist with document witnessing and execution logistics
Ensure all documents are properly signed and completed
Support a calm, professional, and organized signing experience for clients

Workflow, Deadlines & Systems

Calendar drafting and signing-related work to ensure deadlines are met
Enter and maintain client information, document status, and notes in the Firms systems
Follow drafting SOPs, file-naming conventions, and quality-control standards consistently

Team & Firm Culture

Participate in required firm meetings and provide status updates as requested
Complete projects and tasks assigned by attorneys within established timeframes
Uphold the Firms core values, confidentiality standards, and commitment to exceptional client service

Qualifications

35 years of experience drafting estate planning documents
Excellent attention to detail and document accuracy
Strong organizational and time-management skills
Professional, client-facing communication skills
Comfortable working in Microsoft Office and learning legal software systems

Preferred

Notary public or willingness to obtain and maintain notary status
Experience attending or supporting estate planning signing meetings
Exposure to probate or trust administration drafting helpful but not required

How to Apply

Please submit your resume along with a brief note describing your estate planning drafting and signing experience, including whether you currently hold a notary commission.