Estate Planning Paralegal

McPhail Sanchez, LLC; Sarasota (FL); On-site; USD 52,000 - 75,000; Full time

Job summary

Shumaker is seeking a Wealth Strategies Paralegal to support attorneys specializing in private client services, trusts and estate planning in Sarasota, FL. The role focuses on preparing and maintaining estate planning documents such as wills, trusts and advanced directives, with timely client updates.

The ideal candidate has at least two years of paralegal experience, including Florida estate planning work; Lawgic experience is a plus. The position is full-time and based in our Sarasota office.

Qualifications

• Associate’s degree required; ABA-approved paralegal certificate preferred.
• Minimum of two years paralegal experience.
• One year of experience working with Florida estate planning documents; Lawgic experience is a plus.

Responsibilities

• Draft wills, trusts and advanced directives using Lawgic estate planning software.
• Assist attorneys in organizing and managing case files; maintain document databases and electronic records.
• Conduct legal research on estate planning and estate and gift tax topics.
• Communicate with clients, beneficiaries and financial institutions to provide timely updates and documentation as needed.
• Attend all client signings with attorneys.

Skills

Communication skills

Analytical skills

Problem solving

Decision making

Case management

Education

Associate's degree

Paralegal Certificate (ABA approved)

Tools

Lawgic

Job description

The Wealth Strategies Paralegal will work with our attorneys specializing in private client services, trusts and estate planning. Primary responsibilities will consist of preparing and maintaining estate planning documents such as wills, trusts and advanced directives, and providing timely updates to clients. The ideal candidate will have at least two years of paralegal experience, with at least one year working on Florida estate planning matters. Experience using Lawgic estate planning software is a plus.

Where You’ll Work

The Wealth Strategies Paralegal is an hourly non-exempt position and will work full-time at our Sarasota, Florida office.

What You’ll Do

• Draft legal documents such as wills, trusts and advanced directives using Lawgic estate planning software.
• Assist attorneys in organizing and managing case files; including maintaining document databases and electronic records.
• Conduct legal research on estate planning and estate and gift tax topics.
• Communicate with clients, beneficiaries and financial institutions to provide timely updates and provide documentation as needed.
• Attend all client signings with attorneys.

What We’re Looking For

• Minimum of an associate’s degree is required; Paralegal Certificate from an ABA approved program preferred.
• At least two years of paralegal experience required.
• One year of experience working with Florida estate planning documents required; Lawgic experience is a plus.
• Project and case management skills including a strong aptitude for managing and prioritizing multiple projects and deadlines.
• Excellent written and verbal communication skills as well as analytical, problem solving and decision-making skills.

Who We Are

We’re not just another law firm - we’re something different. At Shumaker, paralegals are a vital part of our team, working side-by-side with attorneys to deliver exceptional service and results for our clients. Our paralegals experience a true sense of camaraderie, with opportunities to collaborate across Service Lines and build meaningful careers. As one of the 200 largest law firms in the United States, we’re looking for skilled paralegals who want to contribute their talents, grow professionally, and thrive in a supportive and dynamic environment.

Physical Requirements

• Sits frequently, six out of eight hours per day. Sitting position static for up to one-half hour at a time.
• Bends and stoops occasionally, up to one-half hour per day.

We are committed to providing reasonable accommodations to individuals with disabilities to ensure equal access to employment opportunities. If you require accommodations during the application or interview process, please let us know.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.