Estate Planning Paralegal

Capstone Search Partners; Palm Valley (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading law firm is looking for an experienced Estate Planning Paralegal to support their Private Client & Trusts practice. The role involves drafting legal documents, managing trust and estate matters, and ensuring the highest standards of client confidentiality.

Qualifications

• Experience in estate planning and related legal matters.
• Detail-oriented and able to meet deadlines.
• Ability to coordinate with multiple parties.

Responsibilities

• Draft estate planning documents like wills and trusts.
• Prepare and file documents for trust funding.
• Conduct legal research on estate and tax law.

Skills

Legal Research

Document Drafting

Confidentiality

Job description

The Opportunity: Estate Planning Paralegal

Email resumes to: [e-mail]

About the Firm
Our esteemed client is a nationally recognized, full-service law firm celebrated for their legal excellence, client commitment, and dynamic culture. With numerous industry accolades and top-tier rankings across practice areas, their firm serves a sophisticated clientele that includes high-net-worth individuals, business owners, family offices, and fiduciaries. They take pride in cultivating a collegial and forward-thinking workplace that values professional growth, integrity, and excellence.

Position Summary
We are seeking an experienced and detail-oriented Estate Planning Paralegal to join our award-winning Private Client & Trusts practice. The successful candidate will play a critical role in supporting attorneys with sophisticated estate planning matters, including the preparation of wills, trusts, and related documents for high-net-worth individuals and families.This is an exceptional opportunity for a motivated legal professional who thrives in a fast-paced, client-centric environment and is eager to contribute to one of the most respected estate planning practices in the region.

Key Responsibilities

• Draft estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and health care directives.
• Prepare and file documents related to trust funding and asset transfers.
• Assist attorneys in the organization, administration, and maintenance of estate and trust planning files.
• Conduct legal research and compile relevant estate and tax law updates.
• Coordinate with financial advisors, CPAs, and clients to obtain necessary documentation and information.
• Maintain accurate and timely tracking of deadlines and deliverables.
• Prepare client-ready drafts and maintain version control across documentation.
• Manage trust and estate administration matters, including preparing inventories, accounting, and probate court filings when required.
• Uphold the highest standards of confidentiality and discretion with client information.