What are the responsibilities and job description for the Estate Planning Paralegal position at Jobot?
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Job details:
Boutique Trusts & Estates Law Firm - Collaborative Culture!
This Jobot Job is hosted by: Alyssa Montgomery
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $100,000 per year
A bit about us:
A well-established boutique Trusts & Estates firm in Palm Beach Gardens is seeking an experienced Estate Planning Paralegal to join its team. This is a great opportunity for someone who enjoys meaningful client interaction, high-quality estate planning work, and being a trusted part of a smaller, relationship-driven firm environment.
The ideal candidate will have experience supporting attorneys with estate planning, probate, trust administration, estate administration, client communication, and the preparation of estate planning documents from start to finish.
Why join us?
This is a strong opportunity for someone who wants to do meaningful estate planning work in a boutique firm environment where client service, organization, teamwork, and trust matter. The firm is looking for someone who can be hands-on, client-facing, and an important part of the day-to-day success of the practice.
Job Details
Responsibilities
Assist attorneys with estate planning, probate, trust administration, and estate administration matters
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents
Support probate and trust administration matters, including petitions, pleadings, asset transfers, accountings, and related documentation
Communicate with clients, family members, attorneys, financial institutions, and other involved parties
Coordinate client meetings, document signings, deadlines, and follow-up items
Maintain organized client files and ensure matters continue moving efficiently from intake through completion
Prepare deeds, trust funding documents, correspondence, and other legal documentation as needed
Provide a high level of client service in a professional, compassionate, and detail-oriented manner
Qualifications
Prior experience as an Estate Planning Paralegal, Trusts & Estates Paralegal, Probate Paralegal, or similar legal support role
Experience drafting estate planning documents such as wills, trusts, POAs, healthcare directives, and related documents
Probate, trust administration, or estate administration experience strongly preferred
Strong client communication skills and ability to work closely with clients and families
Excellent organization, follow-through, and attention to detail
Ability to manage deadlines, documents, and multiple matters at once
Florida trusts and estates experience preferred
Notary experience is a plus
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Boutique Trusts & Estates Law Firm - Collaborative Culture!
This Jobot Job is hosted by: Alyssa Montgomery
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $100,000 per year
A bit about us:
A well-established boutique Trusts & Estates firm in Palm Beach Gardens is seeking an experienced Estate Planning Paralegal to join its team. This is a great opportunity for someone who enjoys meaningful client interaction, high-quality estate planning work, and being a trusted part of a smaller, relationship-driven firm environment.
The ideal candidate will have experience supporting attorneys with estate planning, probate, trust administration, estate administration, client communication, and the preparation of estate planning documents from start to finish.
Why join us?
This is a strong opportunity for someone who wants to do meaningful estate planning work in a boutique firm environment where client service, organization, teamwork, and trust matter. The firm is looking for someone who can be hands-on, client-facing, and an important part of the day-to-day success of the practice.
Job Details
Responsibilities
Assist attorneys with estate planning, probate, trust administration, and estate administration matters
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents
Support probate and trust administration matters, including petitions, pleadings, asset transfers, accountings, and related documentation
Communicate with clients, family members, attorneys, financial institutions, and other involved parties
Coordinate client meetings, document signings, deadlines, and follow-up items
Maintain organized client files and ensure matters continue moving efficiently from intake through completion
Prepare deeds, trust funding documents, correspondence, and other legal documentation as needed
Provide a high level of client service in a professional, compassionate, and detail-oriented manner
Qualifications
Prior experience as an Estate Planning Paralegal, Trusts & Estates Paralegal, Probate Paralegal, or similar legal support role
Experience drafting estate planning documents such as wills, trusts, POAs, healthcare directives, and related documents
Probate, trust administration, or estate administration experience strongly preferred
Strong client communication skills and ability to work closely with clients and families
Excellent organization, follow-through, and attention to detail
Ability to manage deadlines, documents, and multiple matters at once
Florida trusts and estates experience preferred
Notary experience is a plus
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $75,000 - $100,000