Estate Planning Paralegal

Vaco; Jacksonville (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Vaco is hiring for an Estate Planning Paralegal opportunity in Jacksonville, FL. This direct hire, onsite role supports attorneys in estate planning and administration, with duties ranging from document preparation to client communications and case management.

Qualified candidates have 2+ years of paralegal experience (estate planning/probate/trusts), strong communication skills, and proficiency with MS Office and case management systems. Paralegal certificate preferred.

Qualifications

• 2+ years of paralegal experience, preferably in estate planning, probate, trusts, or elder law.
• Strong understanding of estate planning and probate terminology and procedures.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple cases and deadlines independently.
• Proficiency with Microsoft Office and legal case/document management systems.
• Paralegal certificate or relevant legal education preferred.

Responsibilities

• Assist attorneys with preparation and drafting of wills, trusts, powers of attorney, healthcare directives, and other estate planning documents.
• Prepare and organize documents for estate and trust administration, including probate filings and supporting documentation.
• Coordinate client intake, gather financial and personal information, and maintain accurate client files.
• Communicate with clients, beneficiaries, financial institutions, insurance companies, courts, and other professionals.
• Conduct legal and factual research related to estate planning, probate, trusts, and related matters.
• Prepare correspondence, court forms, inventories, accountings, and other legal documents for attorney review.
• Track deadlines, appointments, filings, and outstanding client documentation.
• Assist with probate and estate administration proceedings, including asset collection, creditor matters, distributions, and closing estates.
• Maintain organized electronic and physical case files while ensuring confidentiality and compliance with firm procedures.
• Coordinate execution and notarization of estate planning documents.
• Assist attorneys with client meetings, follow-up communications, and case status updates.
• Perform additional administrative and legal support duties as needed.

Skills

Paralegal experience

Legal research

Communication skills

Organizational skills

Time management

Microsoft Office

Education

Paralegal certificate

Tools

Legal case management systems

Job description

Vaco is hiring for an Estate Planning Paralegal opportunity in Jacksonville FL

Direct Hire, Onsite

Salary: 60-85,000/yr

Position Overview

The Estate Planning Paralegal will provide comprehensive support to attorneys in estate planning and administration matters, assisting with client communications, document preparation, research, and case management. This role requires strong attention to detail, organization, confidentiality, and the ability to manage multiple matters in a deadline-driven environment.

Key Responsibilities

• Assist attorneys with preparation and drafting of wills, trusts, powers of attorney, healthcare directives, and other estate planning documents.
• Prepare and organize documents for estate and trust administration, including probate filings and supporting documentation.
• Coordinate client intake, gather financial and personal information, and maintain accurate client files.
• Communicate with clients, beneficiaries, financial institutions, insurance companies, courts, and other professionals.
• Conduct legal and factual research related to estate planning, probate, trusts, and related matters.
• Prepare correspondence, court forms, inventories, accountings, and other legal documents for attorney review.
• Track deadlines, appointments, filings, and outstanding client documentation.
• Assist with probate and estate administration proceedings, including asset collection, creditor matters, distributions, and closing estates.
• Maintain organized electronic and physical case files while ensuring confidentiality and compliance with firm procedures.
• Coordinate execution and notarization of estate planning documents.
• Assist attorneys with client meetings, follow-up communications, and case status updates.
• Perform additional administrative and legal support duties as needed.

Qualifications

• 2+ years of paralegal experience, preferably in estate planning, probate, trusts, or elder law.
• Strong understanding of estate planning and probate terminology and procedures.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple cases and deadlines independently.
• Proficiency with Microsoft Office and legal case/document management systems.
• Paralegal certificate or relevant legal education preferred.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.