Job Description
Job Description
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
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