Job Description
Job Description
Are you a detail-oriented and experienced Estate Planning Paralegal looking for a dynamic role in a well-established law firm? If you thrive in a client-focused, team-oriented environment, manage your task list efficiently, and take pride in being a self-starter with a strong conscience and keen attention to detail, we want to hear from you!
Why Join Ledbetter Cowan Law Group?
We offer a collaborative and supportive work environment with competitive benefits designed to support your professional and personal growth:
- Competitive Compensation
- Quarterly performance-based bonuses
- Health Benefits Stipend
- Dental Insurance
- Vision Insurance
- Life Insurance
- SIRA with Matching Contributions
- Generous Paid Time Off: 16 PTO days + 10 paid holidays
- Flexible Hours: Maintain work-life balance while meeting client needs and your own!
- Team Building Lunches
- Quarterly Team Building Activities
- Continuing Legal Education (CLE) Paid: Keep up-to-date with industry standards at no cost to you.
- On-site Training
- Free Parking
Please note: This is an on-site position
Compensation:
$55,000 - $65,000 yearly
Responsibilities:
Legal Document Drafting & Preparation
- Draft and review Wills, Revocable and Irrevocable Trusts, Powers of Attorney, Advance Directives, HIPAA Authorizations, and related documents
- Prepare customized estate planning packages based on attorney direction
- Draft client correspondence, cover letters, and document summaries
- Organize signing binders and ensure documents are signature-ready and legally compliant
Client Communication & Case Management
- Communicate with clients to collect information, schedule appointments, and provide status updates
- Maintain accurate and up-to-date client records in case management software (PracticePanther or similar)
- Track matter-specific deadlines and follow through on outstanding tasks
- Coordinate with the LPMP team for ongoing client maintenance and updates
- Prepare and manage physical and digital client files with attention to detail and confidentiality
Billing & Administrative Support
- Accurately record and categorize billable time entries
- Assist with client invoicing, including reviewing entries and ensuring timely delivery
- Maintain task lists and support attorneys with internal calendar management and reminders
- Participate in team meetings and contribute to ongoing process improvements
Qualifications:
- 3-5 years of experience in Estate Planning, Trust administration, Probate, or related legal fields
- Paralegal Certificate from an ABA-approved program (preferred)
- Strong knowledge of Florida Estate Planning, Probate, and Trust administration laws
- Proficiency in legal practice management software (CRM experience preferred)
- Advanced skills in Microsoft Office (Word, Excel, Outlook, Adobe Acrobat)
- Familiarity with timekeeping software and billable hours tracking
- Exceptional legal writing and research skills
- Ability to handle sensitive client information with discretion
- Strong organizational and time-management skills
- Excellent verbal and written communication skills
- Self-motivated with the ability to work independently
- Ability to multitask, prioritize deadlines, and work efficiently under pressure
- Familiarity with Trust funding procedures and asset transfers
- Experience working with financial institutions regarding estate matters
- Attention to detail and ability to spot inconsistencies in legal documents
- Ability to work collaboratively with attorneys and support staff
About Company
Why Join Ledbetter Cowan Law Group?
Ledbetter Cowan Law Group provides a collaborative and supportive work environment with competitive benefits designed to support your professional and personal growth:
- Competitive Compensation
- Quarterly performance-based bonuses
- Health Benefits Stipend
- Dental Insurance
- Vision Insurance
- Life Insurance
- SIRA with Matching Contributions
- Generous Paid Time Off: 16 PTO days + 10 paid holidays
- Flexible Hours: Maintain work-life balance while meeting client needs and your own!
- Team Building Lunches
- Quarterly Team Building Activities
- Continuing Legal Education (CLE) Paid: Keep up-to-date with industry standards at no cost to you.
- On-site Training
- Free Parking
Please note: This is an on-site position