Estate Planning Paralegal: Draft Wills & Trusts On-Site

Orion Placement; Jacksonville (FL); On-site; USD 62,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer in Ponte Vedra Beach, FL seeks an Estate Planning Paralegal for an on-site, full-time role. Draft and prepare estate planning documents, including simple and complex wills, revocable living trusts, and irrevocable trusts, with attorneys to tailor client needs.

Candidates should have 2+ years paralegal experience, a bachelor's degree, and either NALA certification or willingness to pursue it.

Qualifications

• 2+ years of paralegal experience preferred, with drafting experience.
• Bachelor's degree from a 4-year university.
• NALA Certified Paralegal or willingness to pursue certification.
• Proficiency with Word, Outlook, Excel, and Adobe Acrobat.

Responsibilities

• Draft and prepare estate planning documents including wills and trusts.
• Assist with life insurance trusts, powers of attorney, and related instruments.
• Collaborate with attorneys to customize documents for clients.
• Review and organize documents with strong attention to detail.
• Communicate professionally with clients and professionals.
• Manage multiple matters and deadlines, ensuring timely completion.
• Maintain confidential client records and sensitive financial information.
• Take initiative and work independently while supporting the team.

Skills

Paralegal experience

Legal document drafting

Detail-oriented

Communication skills

Time management

Education

Bachelor's degree

Tools

Microsoft Word

Outlook

Excel

Adobe Acrobat

Job description

Confidential Employer in Ponte Vedra Beach, FL seeks an Estate Planning Paralegal for an on-site, full-time role. Draft and prepare estate planning documents, including simple and complex wills, revocable living trusts, and irrevocable trusts, with attorneys to tailor client needs.

Candidates should have 2+ years paralegal experience, a bachelor's degree, and either NALA certification or willingness to pursue it.