Estate Planning Paralegal
Pay: $45,000.00 - $55,000.00 per year
Why This Is a Great Opportunity
- Work directly in meaningful elder law matters that truly impact families and seniors
- Be part of a highly respected Florida practice with deep expertise in Medicaid, asset protection, and long-term care planning
- Enjoy flexibility with on-site, hybrid, or remote options depending on where you live in Florida
- Build long-term career stability in a practice that focuses on quality, not volume
- Join a collaborative team where your drafting skills and experience are valued and relied upon
Location
Palm Coast, Florida office, with flexibility for hybrid or remote work for Florida-based candidates depending on proximity and experience.
Note
This role requires Florida-based estate planning experience and candidates must currently reside in Florida.
About Our Client
Our client is a highly respected Florida elder law and estate planning practice dedicated to making long-term care affordable and accessible for seniors while protecting families life savings. Their work centers on Medicaid planning, asset protection, estate planning, trusts, probate, guardianship, and long-term care planning, with a strong focus on helping seniors remain at home for as long as possible. The firm serves clients throughout Florida, primarily in Volusia and Flagler Counties, and is led by a nationally recognized elder law attorney deeply involved in Florida Bar leadership and legislative advocacy.
Job Description
- Draft and finalize estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, health care surrogates, living wills, and related instruments
- Assist with Medicaid planning, asset protection strategies, and long-term care planning matters
- Support trust administration and non-probate matters, including beneficiary notices, trustee correspondence, and asset transfers
- Coordinate document execution, client meetings, and signing appointments
- Communicate directly with clients in a professional and compassionate manner regarding estate planning and elder law matters
- Manage drafting workflows, revisions, and attorney edits using WealthCounsel
- Maintain organized case files and client records using Clio or similar case management software
- Collaborate closely with attorneys and paralegals to ensure timely, accurate, and compliant work
Qualifications
- 3+ years of hands-on estate planning paralegal experience
- Strong drafting experience with wills, trusts, and related estate planning documents
- Familiarity with Florida estate planning, elder law, and Medicaid-related concepts
- Experience using WealthCounsel required
- Experience using Clio preferred
- Excellent attention to detail, organization, and communication skills
Why Youll Love Working Here
- Mission-driven work that genuinely helps seniors and families navigate life transitions
- Supportive, knowledgeable leadership with deep roots in Florida elder law
- A collaborative environment where paralegals play a critical role in client outcomes
- Flexibility and trust, with remote or hybrid options available for the right candidate
- Long-term growth opportunity in a stable and respected practice
JPC-616
Job Type: Full-time
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
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