Estate Planning Paralegal – Client‑Focused & Collaborative

Atcauselaw; Clearwater (FL); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Generous bonus program

PTO after 90 days

Unlimited PTO after one year

Weekly meals

Free snacks and drinks

In-house training programs

Non-stuffy atmosphere

Job summary

atCause Law Office in Clearwater, FL is seeking a paralegal to support estate planning attorneys. You will manage case workflows, draft documents, and maintain client relationships in a collaborative, non-stuffy environment.

This role requires a bachelor’s degree or paralegal certificate and 2+ years of estate planning or probate experience, plus proficiency with LexisNexis, Westlaw, and case management software.

Qualifications

• Bachelor’s degree or paralegal certificate from an accredited program (or equivalent experience).
• 2+ years of experience as a paralegal, specifically in estate planning or probate law.
• In-depth knowledge of estate planning processes, including the mechanics of wills, trusts, and Florida-specific execution requirements.
• Proficiency in legal research tools (e.g., LexisNexis, Westlaw) and case management software.
• Strong drafting skills for legal documents, with exceptional attention to detail and a "right-the-first-time" mindset.
• Excellent verbal and written communication skills for professional client and attorney interactions.
• Compassionate, client-focused mindset, aligning with atCause’s people-first philosophy.
• Ability to work independently and manage a personal caseload while thriving in a fast-paced, non-stuffy workplace culture.

Responsibilities

• Manage individual case workflows from intake to completion, ensuring alignment with client goals, attorney strategies, and Florida estate planning laws.
• Maintain proactive client relationships by providing transparent updates, addressing inquiries, and handling sensitive matters with empathy.
• Coordinate the collection of financial and personal data required for comprehensive estate planning.
• Monitor case deadlines and deliverables to ensure the timely completion and delivery of all estate planning services.
• Draft high-quality estate planning documents, including Wills, Revocable Living Trusts, Powers of Attorney, and Advance Directives.
• Assist attorneys with legal research to support estate planning strategies and stay current on developments in Florida estate planning and probate law.
• Organize and maintain digital and physical client files, ensuring confidentiality and accessibility for the legal team.
• Facilitate the funding of trusts by preparing deeds, beneficiary designations, and other asset transfer documents.
• Collaborate with attorneys and other departments to provide integrated support for complex client needs.

Skills

Attention to detail

Verbal communication

Written communication

Independent worker

People-first mindset

Education

Bachelor’s degree or paralegal certificate

Equivalent experience

Tools

LexisNexis

Westlaw

Case management software

Job description

atCause Law Office in Clearwater, FL is seeking a paralegal to support estate planning attorneys. You will manage case workflows, draft documents, and maintain client relationships in a collaborative, non-stuffy environment.

This role requires a bachelor’s degree or paralegal certificate and 2+ years of estate planning or probate experience, plus proficiency with LexisNexis, Westlaw, and case management software.