Estate Planning Paralegal

A well-established law firm in Sarasota, FL, is seeking an experienced Estate Planning Paralegal to join their team. This is a fantastic opportunity for a motivated legal professional who is passionate about estate planning and enjoys working in a collaborative, client-focused environment.

Responsibilities:

• Assist attorneys in all aspects of estate planning, trust administration, and probate matters.

• Draft and prepare legal documents, including wills, trusts, powers of attorney, and healthcare directives.

• Conduct legal research and prepare summaries on estate planning laws and regulations.

• Manage case files, maintain client records, and ensure compliance with deadlines.

• Coordinate with financial advisors, accountants, and other professionals as needed.

• Assist with estate and trust funding, including asset transfers and beneficiary designations.

• Communicate with clients to gather necessary information and provide case updates.

Qualifications:

• Minimum of 4 years of experience as an Estate Planning Paralegal.

• Strong knowledge of estate planning, probate, and trust administration.

• Proficiency in legal document preparation and case management.

• Exceptional attention to detail and organizational skills.

• Excellent communication and client service skills.

• Ability to work independently and manage multiple tasks efficiently.

• Familiarity with estate planning software and legal research tools.