Estate Planning Lead & Team Mentor

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

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.