Paralegal

W3Global; Town of Florida (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

Our Jupiter, Florida-based law practice seeks an experienced Estate Planning and Probate Paralegal dedicated to client service and organized file management. The successful candidate will handle estate planning and probate matters from initial consultation through closure with attorney oversight as needed.

You will meet clients, gather information, prepare documents, and guide personal representatives and beneficiaries through processes, ensuring timely, accurate filings and strong client

Qualifications

• Minimum 1–3 years experience in estate planning and probate.
• Strong attention to detail and accuracy.
• Self-motivated and collaborative team contributor.
• Excellent verbal and written communication skills.

Responsibilities

• Independently manage estate planning and probate files from intake to closure with attorney oversight.
• Meet with clients to gather information and prepare documents.
• Guide personal representatives, trustees and beneficiaries through probate and trust administration.
• Prepare and e-file probate pleadings and related documents.
• Maintain proactive client communication and status updates.

Skills

Microsoft Office

Outlook

Client relationship management

Tools

Lexis Nexis

Lawgic

Simplifile

TimeSlips

Job description

Job Description

Our client, an established law practice in Jupiter, Florida, is seeking an experienced Estate Planning and Probate Paralegal.

We are looking for a compassionate, organized professional who is committed to providing exceptional client service. This position is ideal for someone who enjoys building relationships with clients, taking ownership of their work, and guiding families through important life transitions.

Responsibilities & Duties

• Independently manage estate planning and probate and trust administration files from initial client meeting through file closure, with attorney oversight as needed.
• Meet with clients to gather information, identify estate planning needs, and prepare documents.
• Guide personal representatives, trustees and beneficiaries through the probate and trust administration process.
• Prepare and E-file probate pleadings and prepare and E-record other required documents.
• Maintain communication with clients by providing status updates, answering questions and ensuring an exceptional client experience.
• Communicate with prospective clients, handle client intake calls, prepare engagement letters, schedule consultations and meetings, and lead meetings as appropriate.

Requirements

• Minimum 1-3 years of experience in estate planning and probate.
• Demonstrated ability to manage assigned work with minimal supervision while maintaining a high degree of accuracy and attention to detail.
• Must be self- motivated, and eager to learn and contribute to a collaborative team.
• High-level organizational, time-management, and multi-tasking skills.
• Ability to prioritize competing responsibilities in a fast-paced environment.
• Outstanding client relationship skills.
• Exemplary verbal and written communication skills.
• Proficiency with Microsoft Office and Outlook.
• Experience with Lexis Nexis, Lawgic, Simplifile, TimeSlips preferred.