Estate Planning Paralegal

Estate Planning Law Firm; Ormond Beach (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A law firm specializing in estate planning is looking for a dedicated Estate Planning Paralegal. The ideal candidate will have at least 2 years of experience and will support attorneys in preparing estate planning documents. This position offers a supportive work environment, competitive compensation, and opportunities for professional development. Join a team that values client-centered service and work-life balance.

Benefits

Career growth opportunities

Work-life balance

Competitive compensation package

Qualifications

• Minimum of 2 years of experience as a paralegal in estate planning.
• Strong knowledge of estate planning documents and procedures.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Responsibilities

• Draft and review estate planning documents.
• Assist with preparation and execution of estate plans.
• Maintain well-organized client files.

Skills

Estate planning documents knowledge

Communication skills

Organizational skills

Microsoft Office proficiency

Education

Paralegal certification or degree in legal studies

Tools

Legal software

Case management tools

Job description

Job Description

Join Our Team – Make a Meaningful Impact in Estate Law

We take pride in our client-centered approach and commitment to fostering a collaborative, supportive work environment. As part of our team, you’ll be vital in delivering top-tier legal services that truly make a difference in our clients' lives. We offer competitive compensation, professional development opportunities, and a culture that values integrity, innovation, and work-life balance.

If you’re a skilled paralegal with a passion for estate planning and enjoy working in a fast-paced, busy environment, we invite you to apply and become part of our dynamic, forward-thinking team.

Position Overview

We seek a dedicated and detail-oriented Estate Planning Paralegal to join our team. In this role, you will support attorneys and clients critically, ensuring seamless estate planning processes. The ideal candidate is highly organized, client-focused, and passionate about helping individuals navigate these essential legal matters with professionalism and care.

Key Responsibilities

• Draft and review estate planning documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with the preparation and execution of estate plans, ensuring all documents comply with legal requirements.
• Communicate directly with clients, financial institutions, and other relevant parties to gather necessary information and address inquiries.
• Maintain well-organized client files (both digital and physical), ensuring accuracy and timely completion of tasks.
• Conduct legal research and stay updated on changes in estate planning laws and regulations.
• Coordinate and schedule meetings.
• Provide clear, compassionate, and timely communication to clients throughout the process.

Qualifications

• Minimum of 2 years of experience as a paralegal in estate planning.
• Paralegal certification or degree in legal studies preferred.
• Strong knowledge of estate planning documents and procedures.
• Excellent written and verbal communication skills.
• Proficiency in legal software, case management tools, and Microsoft Office Suite.
• Exceptional organizational skills with keen attention to detail.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• High level of professionalism and discretion when handling sensitive information.

Why Join Us?

• Collaborative Culture: Work with a supportive team that values integrity, professionalism, and innovation.
• Career Growth: Access professional development opportunities to enhance your skills and expertise.
• Work-Life Balance: Enjoy a balanced work environment that respects your time and well-being.
• Competitive Compensation: Receive a comprehensive salary and benefits package.

If you’re ready to take the next step in your paralegal career with a firm that values your contributions, we’d love to hear from you. Apply today!

Company Description

We pride ourselves on our client-centric approach and our commitment to fostering a supportive and collaborative work environment. As a member of our team, you will play a key role in providing top-tier legal services that make a meaningful difference in our clients' lives. We offer competitive compensation, professional development opportunities, and a culture that values integrity, innovation, and work-life balance.