Paralegal - Estate Planning & Probate

Job Description

Job Description

Our woman-owned boutique estate planning practice in Palm Harbor is seeking an experienced Paralegal to join our team. We serve families throughout the Tampa Bay area with wills, trusts, and probate administration — helping them make some of life’s most important decisions.

This is a client-facing, detail-driven role. You’ll be relied upon to ensure accuracy, compliance, and clarity in all legal documents and communications. Clients trust us with their legacies — and we trust you to bring focus, consistency, and calm professionalism to every case.

Compensation:

$22.50 - $28 hourly

Responsibilities:

What You’ll Do

Client Service & Case Support

• Guide clients through the estate planning and probate process with clarity and professionalism
• Handle sensitive conversations with empathy, both in-person and on the phone
• Ensure clients feel supported while maintaining structured workflows

Document Preparation & Review

• Draft and prepare wills, trusts, powers of attorney, and probate pleadings
• Double-check estate calculations, percentages, and financial figures for accuracy
• Organize and maintain physical and digital client files
• Assist with probate administration and e-filings in Florida courts

Case & Office Management

• Track deadlines, probate milestones, and estate administration tasks
• Coordinate attorney calendars and client appointments
• Prepare and process client invoices and billing
• Maintain smooth daily office operations

Qualifications:

This position is ideal for someone who

• Thrives on accuracy: You take pride in detail, catch mistakes, and always double-check your work
• Communicates clearly and confidently: You ask clarifying questions, confirm instructions, and take ownership of tasks
• Is highly organized and methodical: You use systems, checklists, and tools to manage multiple matters without missing deadlines
• Maintains calm professionalism: You remain composed in emotional situations and interact respectfully with clients and staff
• Wants meaningful work: You value helping families protect what matters most

Required Qualifications

• Minimum 2 years of law office experience as a paralegal (estate planning/probate preferred)
• Strong proficiency in Microsoft Word & Excel
• Math ability required — must be able to calculate asset distributions and verify estate figures
• Reliable daily commute to Palm Harbor, FL (100% in-office role)

Preferred

• Paralegal certification or post-secondary legal coursework
• Experience with Clio, Lawmatics, and/or WealthCounsel
• Knowledge of Florida probate administration

About Company

We are a woman-owned boutique estate planning law firm dedicated to protecting families' legacies through personalized legal services. While growing rapidly, we maintain our commitment to excellence by combining innovative technology with genuine care for both clients and team members. We foster a culture where work-life balance isn't just a buzzword – we respect your time outside of work and invest in your professional growth through continuous learning opportunities.

We believe that taking care of our team leads to exceptional client service. We're seeking a dedicated professional who shares our values and wants to be part of our mission to serve families in our community with compassion and excellence.