Estate Planning Paralegal

Jobot; Town of Florida (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

Jobot is seeking an experienced Estate Planning Paralegal for a well-established boutique Trusts & Estates firm in Palm Beach Gardens. This role offers meaningful client interaction, high‑quality estate planning work, and a collaborative, relationship‑driven environment.

You will assist attorneys with estate planning, probate, and trust administration; draft wills, trusts, POAs, healthcare directives; and coordinate client meetings, deadlines, and document signings.

Qualifications

• Prior experience as an Estate Planning Paralegal or similar role
• Experience drafting estate planning documents such as wills, trusts, POAs, healthcare directives
• Probate, trust administration or estate administration experience preferred
• Strong client communication and ability to work with families
• Excellent organization and attention to detail
• Ability to manage deadlines and multiple matters

Responsibilities

• Assist attorneys with estate planning, probate, trust administration, and estate administration matters
• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives
• Support probate and trust administration matters, including petitions, pleadings, asset transfers, accountings
• Communicate with clients, family members, attorneys, financial institutions, and other involved parties
• Coordinate client meetings, document signings, deadlines, and follow-up items
• Maintain organized client files and ensure matters progress from intake to completion
• Prepare deeds, trust funding documents, and other legal documentation as needed
• Provide high level of client service in a professional, compassionate, and detail-oriented manner

Skills

Estate planning paralegal experience

Drafting wills trusts POAs

Probate/trust administration

Client communication

Organization & attention to detail

Deadlines & multitasking

Job description

Boutique Trusts & Estates Law Firm - Collaborative Culture!

A well-established boutique Trusts & Estates firm in Palm Beach Gardens is seeking an experienced Estate Planning Paralegal to join its team. This is a great opportunity for someone who enjoys meaningful client interaction, high-quality estate planning work, and being a trusted part of a smaller, relationship-driven firm environment.

Why join us

This is a strong opportunity for someone who wants to do meaningful estate planning work in a boutique firm environment where client service, organization, teamwork, and trust matter. The firm is looking for someone who can be hands-on, client-facing, and an important part of the day-to-day success of the practice.

Job Details

Salary: $75,000 - $100,000 per year

Responsibilities

• Assist attorneys with estate planning, probate, trust administration, and estate administration matters
• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents
• Support probate and trust administration matters, including petitions, pleadings, asset transfers, accountings, and related documentation
• Communicate with clients, family members, attorneys, financial institutions, and other involved parties
• Coordinate client meetings, document signings, deadlines, and follow-up items
• Maintain organized client files and ensure matters continue moving efficiently from intake through completion
• Prepare deeds, trust funding documents, correspondence, and other legal documentation as needed
• Provide a high level of client service in a professional, compassionate, and detail-oriented manner

Qualifications

• Prior experience as an Estate Planning Paralegal, Trusts & Estates Paralegal, Probate Paralegal, or similar legal support role
• Experience drafting estate planning documents such as wills, trusts, POAs, healthcare directives, and related documents
• Probate, trust administration, or estate administration experience strongly preferred
• Strong client communication skills and ability to work closely with clients and families
• Excellent organization, follow-through, and attention to detail
• Ability to manage deadlines, documents, and multiple matters at once
• Florida trusts and estates experience preferred
• Notary experience is a plus

Equal Opportunity Statement

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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