Probate & Estate Planning Paralegal

Probate & Estate Planning Paralegal (Hybrid/Remote)

Elder Needs Law | Florida

Salary:  $45,000 – $55,000 per year
Job Type: Â Full-Time
Schedule:  Monday–Friday, 8-hour shift
Work Location: Â Hybrid / Remote (Florida-based experience required)

About Elder Needs Law

Elder Needs Law is a Florida-based elder law firm dedicated to providing empathetic, responsive, and discreet legal services to seniors and their families. Our work is highly personal and often time-sensitive, requiring professionalism, compassion, and exceptional attention to detail.

About the Role

Elder Needs Law is seeking a skilled and experienced Probate & Estate Planning Paralegal  to support our attorneys with document drafting, probate filings, and client follow-up . This role is ideal for a detail-oriented professional who thrives in a drafting-heavy, client-facing environment and understands the sensitivity involved in elder law matters.

This position is a critical point of contact with clients  and requires consistent professionalism, empathy, and “white-glove” service.

Key Responsibilities

• Draft probate pleadings  for Formal and Summary Administrations
• Draft estate planning documents , including:
• Wills
• Trusts
• Powers of Attorney
• Deeds
• Healthcare Advance Directives
• Draft advanced planning documents such as:
• Qualified Income Trusts (QITs)
• Pooled Special Needs Trusts
• Prepare final documents for execution and track revisions
• E-file pleadings with Florida probate courts and assist with hearing preparation
• Manage attorney calendars and ensure timely client follow-up
• Communicate professionally with clients regarding documents, edits, and next steps
• Assist with matter management and internal task tracking
• Participate in weekly team meetings via Zoom
• Collaborate with Sales & Intake teams during client triage as needed
• Adhere to firm processes, policies, and confidentiality requirements

Required Qualifications

• Required:  Hands-on experience drafting documents using WealthCounsel and ElderDocx
• Required:  Experience drafting Florida probate pleadings  (Formal & Summary Administrations)
• Required:  Experience drafting estate planning documents
• Strong knowledge of the Florida Probate Circuit Court system
• Excellent written and verbal communication skills
• High attention to detail and strong organizational skills
• Ability to work independently with minimal supervision while collaborating with a legal team
• Empathy and professionalism when working with elderly clients and families
• Strong time-management and prioritization skills

Technology & Work Requirements

• Proficiency with Office 365, WealthCounsel, and ElderDocx
• Ability to maintain a fully equipped home office for remote work, including:
• Desktop or laptop computer
• Reliable internet connection
• Phone access
• Notary preferred (or willingness to obtain)

Compensation & Benefits

• Annual salary
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Paid time off