Estate Planning Paralegal

Uloop Inc.; Town of Florida (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

Life Insurance

Short-Term Disability insurance

Long-Term Disability insurance

Job summary

Grimaldi Law Firm in Hollywood, FL, is seeking an energetic Florida Paralegal/Legal Assistant for an in-office position. Join a forward-thinking probate, estate planning, and real estate law firm that values its team and supports client empowerment through state-of-the-art technology.

Be part of a fast-growing, collaborative environment with a focus on efficiency and client care. The ideal candidate has 2+ years of Florida estate planning paralegal experience, relevant certification, strong

Qualifications

• 2+ years experience as Florida Estate Planning paralegal.
• Paralegal certification or advanced education preferred.
• Excellent time management and organizational skills.
• Typing speed 70–100 WPM; Spanish speaking preferred.

Responsibilities

• Organizing files and moving them forward.
• Docketing and scheduling events.
• Drafting probate pleadings.
• Drafting Estate Planning Documents: Wills, Trusts, Deeds, Durable Power of Attorney.
• Communicating updates to clients and gathering information.
• Helping attorneys prepare for signing meetings.
• Weekly case management meetings and logging updates to case files.

Skills

Oral and written communication

Time management

Organizational skills

Typing 70–100 WPM

Spanish speaker

Education

Paralegal certification

Advanced paralegal education

High school diploma

Tools

WealthCounsel

Westlaw Form Builder

Clio Manage

Google Mail

Google Drive

Google Calendar

Job description

Paralegal For Estate Planning

Grimaldi Law Firm - Hollywood, FL, US

We are looking for an energetic and experienced Florida Paralegal/Legal Assistant to join our team. Our main office is located in Hollywood, FL, and this position is an IN-OFFICE position only.

You: Do you want to be valued, trusted, and feel like you're making a difference? We are a forward-thinking paperless Probate, Estate Planning, and Real Estate Law firm that is on track for huge growth, and we need an incredible multitasking human to join us in supporting our team and helping clients.

Us: We want to be known for holding clients' hands through an emotional process, making them feel as though they are in a better position and that they have a team behind them that really cares. We also want to be known for helping our team members hit their professional, personal, and financial goals. We are growing fast, and we need a friendly, team-oriented person who can hit the ground running. We need someone with solid computer skills who loves the idea of working with state-of-the-art programs, applications, and software to make things more efficient.

• PTO
• Life Insurance
• Short-Term Disability insurance
• Long-Term Disability insurance

Responsibilities

• Organizing Files and moving them forward
• Docketing and scheduling events
• Drafting probate pleadings
• Drafting Estate Planning Documents: Wills, Trusts, Deeds, Durable Power of Attorney
• Communicating updates to clients and gathering information
• Helping attorneys prepare for signing meetings
• Weekly case management meetings and logging updates to case files

Qualifications

• Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education
• Strong oral and written communication skills
• Must have great time-management skills and organizational skills
• Florida Estate Planning paralegal for 2+ years required
• A high school diploma is required, but advanced training at a college or university is preferred
• Experience with document building software, WealthCounsel, and/or Westlaw Form Builder is required, but we will consider candidates with similar software experience
• Experience with Clio Manage is preferred, but we will consider candidates with similar practice management software experience
• Experience with using Google Mail, Google Drive, and Google Calendar is preferred and a plus, but not required
• Type 70-100 WPM is required
• Spanish Speaker

Compensation

$55,000 - $75,000

About Grimaldi Law Firm

Grimaldi Law Firm is a dedicated Estate Planning law firm committed to helping individuals and families protect their futures with confidence. Our team provides personalized legal guidance in estate planning, wills, trusts, probate, and asset protection, delivering compassionate and professional service every step of the way.

At Grimaldi Law Firm, we combine experienced legal counsel with advanced technology to ensure clear communication and a seamless client experience. Our team keeps clients informed and connected throughout the entire process with proactive updates and responsive support.