Estate Planning Paralegal
A well-established law firm in Sarasota, FL , is seeking an experienced Estate Planning Paralegal to join their team. This is a fantastic opportunity for a motivated legal professional who is passionate about estate planning and enjoys working in a collaborative, client-focused environment.
Responsibilities:
- Assist attorneys in all aspects of estate planning, trust administration, and probate matters .
- Draft and prepare legal documents, including wills, trusts, powers of attorney, and healthcare directives .
- Conduct legal research and prepare summaries on estate planning laws and regulations.
- Manage case files, maintain client records, and ensure compliance with deadlines.
- Coordinate with financial advisors, accountants, and other professionals as needed.
- Assist with estate and trust funding, including asset transfers and beneficiary designations .
- Communicate with clients to gather necessary information and provide case updates.
Qualifications:
- Minimum of 4 years of experience as an Estate Planning Paralegal.
- Strong knowledge of estate planning, probate, and trust administration .
- Proficiency in legal document preparation and case management .
- Exceptional attention to detail and organizational skills .
- Excellent communication and client service skills .
- Ability to work independently and manage multiple tasks efficiently.
- Familiarity with estate planning software and legal research tools .
Recommended Jobs
CLIENT INTAKE AND SUPPORT SPECIALIST - 48007196 (BLIND SERVICES)
Requisition No: 863399 Agency: Department of Education Working Title: CLIENT INTAKE AND SUPPORT SPECIALIST - 48007196 (BLIND SERVICES) Pay Plan: Career Service Position Number: 48007196 …
Med-Surg Orthopedic RN Tallahassee, FL
Med-Surg Orthopedic RN Tallahassee, FL Full-Time | 12-Hour Shifts, Rotating Weekends | $27.72 to $39.60/hr Sign-On Bonus: $10,000 Days / $15,000 Nights | Relocation Assistance Available (ca…
Nurse Navigator - Advanced Heart Failure- Healthpark Medical Center- Full Time- Day Shift
Location: HealthPark Medical Center -9981 So HealthPark Circle Fort Myers FL 33908 Department: Nursing Administration Work Type: Full Time Shift: Office hours Monday - Friday 40 hours per…
Certified Respiratory Therapist | HCA Florida Bayonet Point Hospital Hudson, FL
Certified Respiratory Therapist | HCA Florida Bayonet Point Hospital Hudson, FL Full-Time | Nights (Rotating Weekends) Compensation: CRT: $24.63 to $34.48/hr RRT: $27.09 to $3…
Remote Life Insurance Specialist
Job Summary: We are seeking a motivated and results-driven Life Insurance Sales Representative to join our agency. In this role, you will be responsible for selling life insurance policies to pote…
Comfort Consultant
Responsibilities Communicate effectively with dispatch, management, parts, and installation teams to ensure smooth operations and excellent customer service. Maintain the cleanliness and organi…
Obstetrics and Gynecology (OBGYN) Physician
Established Women’s Care Tampa practice seeking to add an Ob/Gyn to the practice in St. Petersburg, FL. 2025 residents and practicing physicians are welcome! Why Women’s Care in St. Petersburg …
Internet Sales Team - Toyota
Job Overview We are seeking experienced automotive sales professionals Benefits * Competitive base salary plus commission & performance bonuses * Employee benefits package (Medical, Vision, D…
Retail Cashier
Coach is seeking a Retail Cashier for its Tampa, FL location. This role involves processing transactions, maintaining a clean checkout area, and delivering exceptional customer service. Ideal candidat…