Estate Planning Paralegal

Orionplacement; Jacksonville (FL); On-site; USD 62,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer in Ponte Vedra Beach, FL seeks an Estate Planning Paralegal for an on-site, full-time role. Draft and prepare estate planning documents, including simple and complex wills, revocable living trusts, and irrevocable trusts, with attorneys to tailor client needs.

Candidates should have 2+ years paralegal experience, a bachelor's degree, and either NALA certification or willingness to pursue it.

Qualifications

• 2+ years of paralegal experience preferred, with drafting experience.
• Bachelor's degree from a 4-year university.
• NALA Certified Paralegal or willingness to pursue certification.
• Proficiency with Word, Outlook, Excel, and Adobe Acrobat.

Responsibilities

• Draft and prepare estate planning documents including wills and trusts.
• Assist with life insurance trusts, powers of attorney, and related instruments.
• Collaborate with attorneys to customize documents for clients.
• Review and organize documents with strong attention to detail.
• Communicate professionally with clients and professionals.
• Manage multiple matters and deadlines, ensuring timely completion.
• Maintain confidential client records and sensitive financial information.
• Take initiative and work independently while supporting the team.

Skills

Paralegal experience

Legal document drafting

Detail-oriented

Communication skills

Time management

Education

Bachelor's degree

Tools

Microsoft Word

Outlook

Excel

Adobe Acrobat

Job description

Pay:

$62,000.00 - $85,000.00 per year

Why This Is a Great Opportunity

• Work on meaningful estate planning matters that help individuals and families protect their assets and plan for the future.
• Gain exposure to sophisticated wills, trusts, and complex estate planning documents.
• Join an established, collaborative law firm that values your expertise, initiative, and contributions.
• Enjoy excellent benefits, generous paid time off, and competitive compensation based on experience.
• Work alongside knowledgeable attorneys in a supportive environment that encourages professional growth.
• Build a rewarding long-term career while making a positive impact on clients and their families.

Location

Ponte Vedra Beach, FL | Full-Time, On-Site

Join us in our Ponte Vedra Beach office, where you'll enjoy a collaborative, professional environment and the opportunity to work directly with experienced attorneys. This is a fully in-office position, Monday through Friday, 8:30 AM to 5:00 PM, with occasional overtime as needed.

Note

Hands-on experience drafting wills, trusts, and other estate planning documents is required. We are primarily seeking candidates with 2+ years of paralegal experience, a bachelor's degree, and either NALA certification or a willingness to pursue certification.

About Us

Confidential Employer.

We are an established, full-service law firm dedicated to helping individuals, families, and businesses navigate important legal matters with confidence.

Our team believes that great work begins with great people. We foster a supportive, collegial environment where professionalism, teamwork, and meaningful client service are at the heart of everything we do.

We're excited to welcome an Estate Planning Paralegal who enjoys detailed legal work and wants to grow with a respected team.

Job Description

• Draft and prepare estate planning documents, including simple and complex wills, revocable living trusts, and irrevocable trusts.
• Assist with drafting life insurance trusts, powers of attorney, and other sophisticated estate planning instruments.
• Work closely with attorneys to prepare accurate, customized documents that meet clients' estate planning needs.
• Review, proofread, and organize legal documents while maintaining exceptional attention to detail.
• Communicate professionally with clients, attorneys, and other professionals throughout the estate planning process.
• Manage multiple matters and deadlines while ensuring documents are completed efficiently and accurately.
• Maintain confidential client records and sensitive financial information with professionalism and discretion.
• Collaborate with a supportive legal team while taking initiative and independently managing assigned responsibilities.

Qualifications

• 2+ years of paralegal experience preferred, including substantial legal document drafting.
• Hands-on experience drafting wills, trusts, and estate planning documents required.
• Bachelor's degree from a 4-year university required.
• NALA Certified Paralegal credential or willingness to work toward certification.
• Proficiency with Microsoft Word, Outlook, Excel, and Adobe Acrobat.
• Strong organizational, proofreading, writing, and communication skills.
• Ability to manage multiple priorities, work independently, and collaborate effectively.
• Professional, dependable, and detail-oriented approach to client service.
• Ability to work full-time, on-site in Ponte Vedra Beach, with overtime as needed.

Why You Will Love Working Here

You'll be part of a team that values the important work paralegals do every day. We believe in investing in our people, recognizing their contributions, and creating an environment where everyone can succeed.

With sophisticated estate planning work, experienced colleagues, excellent benefits, generous paid time off, and opportunities to build your skills, this is a wonderful place to take the next step in your paralegal career.

If you enjoy drafting estate planning documents, working with supportive attorneys, and helping families plan for their futures, we'd love to hear from you!

JPC-2841

Benefits:

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance