Estate Planning Paralegal

Absolute Law Group; Ocala (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health, dental, vision, life, and dis­

Disability insurance

401(k), PTO, and paid holidays

Job summary

Absolute Law Group in Ocala, FL seeks an Estate Planning Paralegal to support attorneys in preparing and managing estate planning matters and delivering exceptional client service throughout the process. The ideal candidate has strong organizational skills, attention to detail, and experience with wills, trusts, and related documents.

You will handle file management, coordinate meetings, and guide clients through trust funding and implementation.

Qualifications

• Minimum 2 years of paralegal experience, preferably in estate planning, probate, elder law, or related field.
• Strong knowledge of estate planning documents and procedures.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organization, and time management.
• Proficiency with Microsoft Office, Adobe Acrobat, and legal case management software.

Responsibilities

• Prepare estate planning documents (wills, trusts, powers of attorney, healthcare directives).
• Communicate with clients for information gathering, document review, and appointment scheduling.
• Maintain and organize client files and case records.
• Coordinate attorney meetings and document signing.
• Review documents for accuracy before attorney review.
• Provide outstanding client service and maintain confidentiality.
• Guide clients through the trust funding process and implementation.
• Serve as key contact for trust funding, asset transfers, and beneficiary updates.
• Partner with attorneys to deliver a seamless client experience from signing through implementation.

Skills

Communication skills

Attention to detail

Organization

Time management

Tools

Microsoft Office

Adobe Acrobat

Legal case management software

Job description

Absolute Law Group is seeking a detail-oriented and client-focused Estate Planning Paralegal to join our team. This position supports attorneys in the preparation and management of estate planning matters while providing exceptional service to clients throughout the process.

Responsibilities:

• Prepare estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Communicate with clients regarding information gathering, document review, and appointment scheduling.
• Maintain and organize client files and case records.
• Coordinate attorney meetings and document signing appointments.
• Review documents for accuracy and completeness before attorney review.
• Provide outstanding client service and maintain confidentiality at all times.
• Guide clients through the trust funding process to help ensure their estate plans are fully implemented.
• Serve as a key point of contact for clients regarding trust funding, asset transfers, and beneficiary updates.
• Partner with attorneys to deliver a seamless and positive client experience from signing through estate plan implementation.

Required Experience & Qualifications

• Minimum 2 years of paralegal experience, preferably in estate planning, probate, elder law, or a related legal field.
• Strong knowledge of estate planning documents and procedures.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organization, and time management.
• Proficiency with Microsoft Office, Adobe Acrobat, and legal case management software.

What We Offer

• Health, dental, vision, life, and disability insurance
• 401(k), PTO, and paid holidays
• A collaborative, family-oriented team that values your judgment.

Absolute Law Group is an Equal Opportunity Employer. We are committed to fostering a workplace built on respect, professionalism, and inclusion. All employment decisions are made based on qualifications, merit, business needs, and applicable law, without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, veteran status, or any other protected characteristic under federal, state, or local law.