Estate Planning Paralegal

Estate Planning Paralegal

Job Type: Full-time

Location: Bradenton, FL (on-site)

Salary: $50,000-$60,000 per year DOE

Join a growing law firm in Bradenton, FL, as a full-time Estate Planning Paralegal and bring your legal drafting, organizational, and client service skills to a team that values precision and professionalism. This position offers a competitive salary of up to $60,000 and a collaborative, client-focused work environment.

Key Responsibilities:

1. Estate Planning Document Preparation

• Draft Florida estate planning documents, including wills, revocable and irrevocable trusts, durable powers of attorney, living wills, and HIPAA releases using legal templates or drafting software (WealthCounsel, ElderDocx, HotDocs).
• Prepare deeds and affidavits for real estate transfers, including quit claim, warranty, and lady bird deeds.
• Customize documents based on attorney instructions and Florida statutory requirements.
• Assist in trust funding, including assignment of assets and preparation of transfer letters.

2. Client Coordination

• Collect client data via intake forms and structured interviews.
• Act as a liaison for client communication regarding document needs, signing logistics, and case updates.
• Schedule consultations, document signings, and coordinate notary and witness services.

3. Legal File & Workflow Management

• Maintain accurate, confidential digital and physical client files.
• Track ongoing estate planning cases and follow up on open items.
• Use internal checklists and workflows to ensure completeness of each file.

4. Quality Assurance and Document Finalization

• Proofread legal documents for accuracy and compliance with Florida law.
• Assemble final signing packets and prepare binders or electronic files for client delivery.

5. Research and Legal Compliance

• Conduct limited legal research on Florida-specific estate laws.
• Help maintain up-to-date legal templates and forms in line with state requirements.

6. Third-Party Communication

• Prepare documentation for banks, financial advisors, title companies, and CPAs.
• Coordinate document exchanges with financial professionals as needed.

Qualifications:

• 2+ years of experience as a paralegal in estate planning or probate law
• Strong knowledge of Florida probate, trust, and homestead laws
• Proficiency with Microsoft Office and legal drafting software (preferred: WealthCounsel or HotDocs)
• Exceptional attention to detail, time management, and client service
• Professional written and verbal communication skills

IND2