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
Ledbetter Cowan Law Group has been repeatedly voted Best of Venice by our community, and we take pride in being the best law firm to work at in Venice, where professional growth, client service, and a supportive team culture come together.
We know that our people are our greatest strength, so we invest in benefits that support both your professional and personal life:
- 16 days PTO + 8 paid holidays
- Quarterly discretionary bonus
- Group health insurance
- Simple IRA with employer match
- CLE & Notary paid
- Team-building activities and community involvement opportunities
- Regular team meetings and team lunches
- Coffee & tea provided daily
- Opportunity for flexible hours in the future
- Free parking in downtown Venice