Estate Planning Paralegal — Client-Focused Trust & Wills

Absolute Law Group; Ocala (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health, dental, vision, life, and dis­

Disability insurance

401(k), PTO, and paid holidays

Job summary

Absolute Law Group in Ocala, FL seeks an Estate Planning Paralegal to support attorneys in preparing and managing estate planning matters and delivering exceptional client service throughout the process. The ideal candidate has strong organizational skills, attention to detail, and experience with wills, trusts, and related documents.

You will handle file management, coordinate meetings, and guide clients through trust funding and implementation.

Qualifications

• Minimum 2 years of paralegal experience, preferably in estate planning, probate, elder law, or related field.
• Strong knowledge of estate planning documents and procedures.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organization, and time management.
• Proficiency with Microsoft Office, Adobe Acrobat, and legal case management software.

Responsibilities

• Prepare estate planning documents (wills, trusts, powers of attorney, healthcare directives).
• Communicate with clients for information gathering, document review, and appointment scheduling.
• Maintain and organize client files and case records.
• Coordinate attorney meetings and document signing.
• Review documents for accuracy before attorney review.
• Provide outstanding client service and maintain confidentiality.
• Guide clients through the trust funding process and implementation.
• Serve as key contact for trust funding, asset transfers, and beneficiary updates.
• Partner with attorneys to deliver a seamless client experience from signing through implementation.

Skills

Communication skills

Attention to detail

Organization

Time management

Tools

Microsoft Office

Adobe Acrobat

Legal case management software

Job description

Absolute Law Group in Ocala, FL seeks an Estate Planning Paralegal to support attorneys in preparing and managing estate planning matters and delivering exceptional client service throughout the process. The ideal candidate has strong organizational skills, attention to detail, and experience with wills, trusts, and related documents.

You will handle file management, coordinate meetings, and guide clients through trust funding and implementation.