Estate Planning Paralegal

Atcauselaw; Clearwater (FL); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Generous bonus program

PTO after 90 days

Unlimited PTO after one year

Weekly meals

Free snacks and drinks

In-house training programs

Non-stuffy atmosphere

Job summary

atCause Law Office in Clearwater, FL is seeking a paralegal to support estate planning attorneys. You will manage case workflows, draft documents, and maintain client relationships in a collaborative, non-stuffy environment.

This role requires a bachelor’s degree or paralegal certificate and 2+ years of estate planning or probate experience, plus proficiency with LexisNexis, Westlaw, and case management software.

Qualifications

• Bachelor’s degree or paralegal certificate from an accredited program (or equivalent experience).
• 2+ years of experience as a paralegal, specifically in estate planning or probate law.
• In-depth knowledge of estate planning processes, including the mechanics of wills, trusts, and Florida-specific execution requirements.
• Proficiency in legal research tools (e.g., LexisNexis, Westlaw) and case management software.
• Strong drafting skills for legal documents, with exceptional attention to detail and a "right-the-first-time" mindset.
• Excellent verbal and written communication skills for professional client and attorney interactions.
• Compassionate, client-focused mindset, aligning with atCause’s people-first philosophy.
• Ability to work independently and manage a personal caseload while thriving in a fast-paced, non-stuffy workplace culture.

Responsibilities

• Manage individual case workflows from intake to completion, ensuring alignment with client goals, attorney strategies, and Florida estate planning laws.
• Maintain proactive client relationships by providing transparent updates, addressing inquiries, and handling sensitive matters with empathy.
• Coordinate the collection of financial and personal data required for comprehensive estate planning.
• Monitor case deadlines and deliverables to ensure the timely completion and delivery of all estate planning services.
• Draft high-quality estate planning documents, including Wills, Revocable Living Trusts, Powers of Attorney, and Advance Directives.
• 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 digital and physical client files, ensuring confidentiality and accessibility for the legal team.
• Facilitate the funding of trusts by preparing deeds, beneficiary designations, and other asset transfer documents.
• Collaborate with attorneys and other departments to provide integrated support for complex client needs.

Skills

Attention to detail

Verbal communication

Written communication

Independent worker

People-first mindset

Education

Bachelor’s degree or paralegal certificate

Equivalent experience

Tools

LexisNexis

Westlaw

Case management software

Job description

Clearwater, United States | Posted on 01/29/2026

At atCause Law Office , our paralegals bridge the gap between our clients’ visions for the future and our attorneys’ expertise, ensuring compassionate, efficient, and transparent support throughout the estate planning journey . Paralegals empower our clients by meticulously crafting the foundation of their legacy, managing critical details with care and precision so our attorneys can focus on high-level legal strategy.

In our non-stuffy, collaborative environment , paralegals are trusted team members who embody our commitment to putting people first—transforming complex legal puzzles into clear, actionable plans. We don't just file paperwork; we deliver peace of mind and drive meaningful outcomes for the families we serve.

What you will be responsible for

• Manageindividual case workflows from intake to completion, ensuring alignmentwith client goals, attorney strategies, and Florida estate planning laws.
• Maintainproactive client relationships by providing transparent updates,addressing inquiries, and handling sensitive matters with empathy, such asbereavement or complex family dynamics.
• Coordinatethe collection of financial and personal data required for comprehensiveestate planning.
• Monitorcase deadlines and deliverables to ensure the timely completion anddelivery of all estate planning services.

Document Preparation and Substantive Support

• Drafthigh-quality estate planning documents, including Wills, Revocable LivingTrusts, Powers of Attorney, and Advance Directives, ensuring strictaccuracy and compliance with Florida legal standards.
• Assistattorneys with legal research to support estate planning strategies andstay current on developments in Florida estate planning and probate law.
• Organizeand maintain digital and physical client files, ensuring confidentialityand accessibility for the legal team.
• Facilitatethe funding of trusts by preparing deeds, beneficiary designations, andother asset transfer documents.
• Collaboratewith attorneys and other departments (e.g., probate, elder law) to provideintegrated support for complex client needs.
  

Requirements

• Bachelor’sdegree or paralegal certificate from an accredited program (or equivalentexperience).
• 2+years of experience as a paralegal, specifically in estate planning orprobate law.
• In-depthknowledge of estate planning processes, including the mechanics of wills,trusts, and Florida-specific execution requirements.
• Proficiencyin legal research tools (e.g., LexisNexis, Westlaw) and case managementsoftware.
• Strongdrafting skills for legal documents, with exceptional attention to detailand a "right-the-first-time" mindset.
• Excellentverbal and written communication skills for professional client andattorney interactions.
• Compassionate,client-focused mindset, aligning with atCause’s people-first philosophy,particularly in sensitive estate planning contexts.
• Abilityto work independently and manage a personal caseload while thriving in a fast-paced, non-stuffy workplace culture.
• This role starts at a salary of $50,000 - $55,000 per year
• Generous bonus program based on matters completed
• 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.