Estate Planning Paralegal

Job Description

Job Description

Lulich & Attorneys, P.A. | Sebastian, Florida

About the Opportunity

Lulich & Attorneys, P.A. is seeking an experienced, highly organized, and detail-oriented Estate Planning Paralegal to join our growing Estate Planning team.

This is a substantive, hands-on role for a paralegal who will work closely with attorneys throughout the entire estate planning process—from gathering and analyzing client information through drafting, execution, trust funding, and post-signing follow-up.

The ideal candidate understands estate planning concepts, takes ownership of assigned matters, produces consistently accurate work, and can independently move files forward while keeping the supervising attorney informed of issues requiring legal review.

We are looking for someone who wants to develop significant estate planning experience and become an integral part of a growing practice.

What We Are Looking For

This position requires more than strong administrative skills. We are seeking a paralegal who can take ownership of files, understand the purpose behind the documents being prepared, recognize when something does not look right, and help attorneys efficiently manage a growing estate planning caseload.

Successful candidates will have:

• Prior experience as a paralegal, preferably in estate planning, probate, elder law, trusts and estates, or a related practice area.

• Working knowledge of estate planning documents and terminology.

• Strong legal document drafting and proofreading skills.

• Exceptional attention to detail and accuracy.

• The ability to review multiple documents within an estate plan for consistency.

• Strong organizational and case-management skills.

• The ability to manage numerous active client matters and competing deadlines.

• Excellent written and verbal communication skills.

• A professional and compassionate approach when communicating with clients regarding sensitive family and financial matters.

• The ability to work independently within established attorney supervision and firm procedures.

• Strong judgment regarding when an issue should be elevated to an attorney.

• A proactive approach to deadlines, follow-up, and outstanding assignments.

• Strong technology skills and the ability to learn new legal software quickly.

• Proficiency with Microsoft Word, Outlook, and Excel.

• The ability to maintain confidentiality and exercise discretion with sensitive client information.

You may be an excellent fit if you:

• Take ownership of a matter instead of simply completing individual assignments.

• Notice inconsistencies and errors that others might overlook.

• Understand that a single incorrect name, beneficiary, fiduciary designation, or legal description can have significant consequences.

• Enjoy drafting and working with complex legal documents.

• Are highly organized and naturally keep track of what still needs to be completed.

• Follow up without needing repeated reminders.

• Are comfortable managing numerous matters at different stages of the estate planning process.

• Communicate confidently and professionally with clients and attorneys.

• Ask thoughtful questions when something does not make sense.

• Welcome feedback and continually look for ways to improve your work.

• Enjoy technology and are willing to learn new systems and tools.

• Want to develop deeper expertise in estate planning.

• Are looking for a long-term career opportunity rather than simply your next job.

Apply

If you are an experienced, detail-oriented paralegal who takes pride in producing excellent legal work, managing matters from start to finish, and providing outstanding service to clients, we would like to hear from you.

Please submit your resume for consideration.

• Prepare and draft estate planning documents under attorney supervision, including:

• Revocable living trusts.

• Last wills and testaments.

• Durable powers of attorney.

• Designations of health care surrogate.

• Living wills and advance directives.

• Deeds.

• Assignments and other trust-funding documents.

• Other documents associated with comprehensive estate plans.

• Review attorney consultation notes and client information to ensure estate planning documents accurately reflect the attorney’s instructions.

• Perform detailed quality-control reviews of estate planning documents for names, dates, fiduciary appointments, beneficiary provisions, property descriptions, formatting, internal consistency, and completeness.

• Identify discrepancies, missing information, or potential issues and bring them to the supervising attorney’s attention before documents are finalized.

• Communicate with clients to obtain financial, family, beneficiary, asset, and other information necessary to complete their estate plans.

• Prepare correspondence and follow-up communications regarding outstanding information and documents.

• Coordinate and prepare estate planning signing appointments.

• Prepare complete execution packages and ensure documents comply with applicable execution formalities.

• Assist attorneys during estate planning execution appointments as needed.

• Prepare deeds and other documents associated with transferring assets into trusts.

• Coordinate deed recording and maintain appropriate recording documentation.

• Assist clients with trust-funding and beneficiary-designation follow-up under attorney direction.

• Track outstanding trust-funding items and post-execution tasks through completion.

• Prepare finalized estate planning binders and client portfolios.

• Maintain complete, accurate, and organized electronic client files.

• Maintain accurate case-management notes, tasks, deadlines, and workflow stages.

• Draft client correspondence, memoranda, and other documents for attorney review.

• Assist with estate planning client intake and matter opening when appropriate.

• Maintain accurate timekeeping and billing records when required.

• Work closely with attorneys and other team members to ensure estate planning matters move efficiently from consultation through completion.

• Help develop and improve estate planning templates, document-production procedures, checklists, and workflows.

• Maintain strict confidentiality regarding client financial, family, and personal information.

The following qualifications are strongly preferred:

• 2+ years of paralegal experience, preferably involving estate planning, probate, elder law, or trusts and estates.

• Associate degree, bachelor’s degree, or paralegal certificate.

• Florida Registered Paralegal designation or qualifications toward obtaining the designation.

• Experience drafting trusts, wills, powers of attorney, health care directives, and deeds.

• Experience with WealthCounsel, ElderDocx, HotDocs, or comparable estate planning document-assembly software.

• Experience with legal practice-management software.

• Experience preparing and recording Florida deeds.

• Familiarity with trust funding and beneficiary-designation concepts.

• Florida Notary Public commission or willingness to become a Notary Public.

• Experience working in a high-volume or growing law firm.

Lulich & Attorneys, P.A. is a growing Indian River County law firm serving clients in Estate Planning, Probate, Real Estate, and Business Law.

Our firm is focused on providing exceptional legal representation while creating an equally exceptional experience for clients. We value accountability, professionalism, teamwork, attention to detail, and continuous improvement .

As our firm continues to grow, we are looking for team members who want more than simply another job. We want professionals who take ownership of their responsibilities, care about the quality of their work, and want the opportunity to grow alongside the firm.

What We Offer

• Competitive compensation

• Health, dental, and vision benefits

• 401(k) benefits

• Paid time off

• Professional development and training opportunities

• Opportunities for advancement as the firm grows

• Modern legal technology and systems

• A collaborative, team-oriented work environment

• The opportunity to build a long-term career with a rapidly growing law firm