Estate Planning Administrator

Atcauselaw; Clearwater (FL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Unlimited PTO after one year

Weekly paid meals

Free snacks and drinks in the office

Job summary

A Florida based law office is seeking an Estate Planning Administrator to lead the estate planning team and ensure exceptional client support. The ideal candidate will have over 5 years of paralegal experience in estate planning, together with strong leadership skills and knowledge of Florida's estate planning laws. This role emphasizes a people-first philosophy and includes a salary starting at $70,000, with perks such as unlimited PTO and in-house training programs.

Qualifications

• 5+ years of experience as a paralegal in estate planning or related legal field.
• At least 2 years in a supervisory or lead role.
• Proficiency in legal terminology and Florida estate planning laws.

Responsibilities

• Supervise and mentor estate planning paralegals and legal assistants.
• Coordinate case workflows to align with client goals and legal standards.
• Prepare and review estate planning documents ensuring compliance.
• Maintain client relationships and addresses inquiries with empathy.

Skills

Leadership skills

Excellent verbal and written communication skills

In-depth knowledge of estate planning processes

Proficiency in legal research tools

Strong drafting and reviewing skills

Compassionate, client-focused mindset

Ability to manage and mentor a team

Education

Bachelor’s degree or paralegal certificate

Tools

LexisNexis

Westlaw

Case management software

Job description

Clearwater, United States | Posted on 01/15/2026

At atCause Law Office, our Estate Planning Administrator is a vital leader in our mission to deliver compassionate, transparent, and high-quality legal services. Guided by our Purpose—To help businesses, families, and individuals become more aware, more causative, and more in control of their legal circumstances, leading to their success, expansion, and prosperity—the Estate Planning Administrator oversees the estate planning team, ensuring seamless coordination and exceptional support for clients navigating wills, trusts, and other estate planning matters. They lead with organizational expertise and empathy, fostering a collaborative, non-stuffy environment while empowering paralegals, legal assistants, and clients to achieve meaningful outcomes in alignment with our people-first philosophy.

What you will be responsible for

• Supervise and mentor estate planning paralegals and legal assistants, assigning tasks, monitoring progress, and ensuring high-quality work product.
• Coordinate case workflows to align with client goals, attorney strategies, and Florida estate planning laws.
• Maintain client relationships by providing transparent updates, addressing inquiries, and handling sensitive matters with empathy, such as bereavement or family dynamics.
• Monitor case deadlines and deliverables to ensure timely completion of estate planning services.
• Prepare and review estate planning documents, including wills, trusts, powers of attorney, and advance directives, ensuring accuracy and compliance with legal standards.
• Assist attorneys with legal research to support estate planning strategies and stay current on developments in Florida estate planning and probate law.
• Organize and maintain client files, ensuring confidentiality and accessibility for attorneys and team members.
• Collaborate with attorneys and other departments (e.g., probate, elder law) to provide integrated support for complex client needs.

Requirements

Who you are

• Bachelor’s degree or paralegal certificate from an accredited program (or equivalent experience).
• 5+ years of experience as a paralegal in estate planning, probate, or a related legal field, with at least 2 years in a supervisory or lead role.
• In-depth knowledge of estate planning processes, wills, trusts, powers of attorney, and Florida estate planning laws.
• Proven ability to manage and mentor a team of paralegals and legal assistants in a fast-paced environment.
• Proficiency in legal research tools (e.g., LexisNexis, Westlaw) and case management software.
• Strong drafting and reviewing skills for estate planning documents, with exceptional attention to detail and accuracy.
• Excellent verbal and written communication skills for client, attorney, and team interactions.
• Leadership skills to guide and motivate a team while fostering a collaborative, supportive culture.
• Compassionate, client-focused mindset, aligning with atCause’s people-first philosophy, particularly in sensitive estate planning contexts.
• Adaptability to thrive in a fast-paced, non-stuffy workplace culture.

Language Skills

Must speak English. Must have impeccable written and verbal communication skills, the ability to pay attention to detail, and the ability to maintain confidentiality.

Physical Requirements

• Prolonged periods of sitting at a desk (6 to 8 hours a day).
• Utilizing a computer for extended periods at a time.
• Occasional lifting of files or materials up to 20 lbs.
• This role starts at a salary of $70,000 per year.
• PTO and sick days after 90 days.
• Unlimited PTO after one year.
• Fun and "Non-Stuffy" atmosphere.
• In-house training programs.
• Weekly paid meals.
• Free snacks and drinks in the office.

COMMITMENT TO DIVERSITY

atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce reflective of our communities is an integral and welcome part of a successful and ethical business.