Estate Planning Paralegal
- $55,000 - $75,000
- Bradenton, FL
A bit about us:
For over four decades, our team has served the Manatee County community with integrity, honesty, and care. We offer experienced legal representation across a wide range of practice areas, including construction litigation, insurance defense, personal injury, adoption, estate planning, probate, and business organization. Grounded in a commitment to justice and personalized service, we strive to guide individuals, families, and businesses through life’s most important legal matters with clarity and compassion.
Why join us?
- Meaningful Work!
- Complete Benefits Package!
- Flexible Work Schedules!
Job Details
About the Role:
We are seeking a detail-oriented and experienced Estate Planning Paralegal to join our legal team in Florida. This role is ideal for someone who thrives in a fast-paced environment and is passionate about helping clients navigate the complexities of estate planning with care and precision.
Key Responsibilities:
Qualifications:
Additional Skills and Knowledge
We are seeking a detail-oriented and experienced Estate Planning Paralegal to join our legal team in Florida. This role is ideal for someone who thrives in a fast-paced environment and is passionate about helping clients navigate the complexities of estate planning with care and precision.
Key Responsibilities:
- Draft and prepare estate planning documents including wills, trusts, powers of attorney, and advance directives.
- Conduct legal research and assist with asset inventories and beneficiary designations.
- Coordinate document execution and notarization.
- Maintain client files and manage case deadlines.
- Communicate with clients, financial institutions, and court personnel as needed.
Qualifications:
- Minimum 3 years of experience as a paralegal, with a focus on estate planning.
- Strong knowledge of Florida probate and trust laws.
- Excellent organizational and communication skills.
- Proficiency in legal software and Microsoft Office Suite.
- Paralegal certification preferred.
Additional Skills and Knowledge
- Strong understanding of Florida probate and trust laws, homestead provisions, and statutory requirements
- Familiarity with estate planning software (e.g., WealthCounsel, ElderDocx, HotDocs)
- Attention to detail, confidentiality, and excellent proofreading skills
- Ability to manage multiple client files and meet deadlines
- Professional communication and client service skills
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.