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Paralegal - Estate Planning & Probate
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#670677
Full Time
Job Description
We are seeking a knowledgeable and detail-oriented Paralegal – Estate Planning & Probate to support attorneys in all phases of estate planning, probate, and trust administration. This role is essential to delivering high-quality legal services and requires a proactive professional who can manage multiple matters, maintain accuracy, and interact with clients with professionalism and empathy. The ideal candidate thrives in a fast-paced legal environment and demonstrates strong organizational skills, sound judgment, and a collaborative mindset.
Compensation:
$70,000 - $75,000 yearly
Responsibilities:
Assist attorneys with estate planning, probate, and trust administration matters from inception through resolution
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments
Prepare probate and trust administration filings, including petitions, notices, inventories, accountings, and court-related documents
Manage probate and trust timelines and ensure compliance with court deadlines and statutory requirements
Communicate with clients, beneficiaries, financial institutions, courts, and other third parties in a professional and compassionate manner
Collect, organize, and maintain client information and documentation related to estate planning and probate matters
Assist with asset identification, beneficiary designations, and funding of trusts
Coordinate the execution of estate planning documents and notarization requirements
Maintain organized electronic and physical case files in accordance with firm procedures
Track tasks, deadlines, and case progress to ensure matters move forward efficiently
Handle confidential and sensitive information with discretion and professionalism
Support attorneys with legal research and administrative tasks as needed
Assist with special projects and additional duties as assigned
Qualifications:
Minimum 3 years of paralegal experience, preferably in estate planning, probate, trust administration, or elder law
Paralegal certificate or associate/bachelor’s degree preferred but not required
Knowledge of Florida probate and estate planning procedures strongly preferred
Strong drafting skills and attention to detail
Excellent written and verbal communication skills
Ability to manage multiple cases and deadlines in a fast-paced legal environment
High level of professionalism, discretion, and judgment when handling confidential matters
Proficiency in Microsoft Office and legal case management systems
Ability to work independently while collaborating effectively with attorneys and staff
Client-focused mindset with strong interpersonal skills
About Company
The Siegel Law Group is a well-established law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law. We are committed to guiding clients through important legal matters with care, clarity, and purpose.
Compensation:
$70,000 - $75,000 yearly
Responsibilities:
Assist attorneys with estate planning, probate, and trust administration matters from inception through resolution
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments
Prepare probate and trust administration filings, including petitions, notices, inventories, accountings, and court-related documents
Manage probate and trust timelines and ensure compliance with court deadlines and statutory requirements
Communicate with clients, beneficiaries, financial institutions, courts, and other third parties in a professional and compassionate manner
Collect, organize, and maintain client information and documentation related to estate planning and probate matters
Assist with asset identification, beneficiary designations, and funding of trusts
Coordinate the execution of estate planning documents and notarization requirements
Maintain organized electronic and physical case files in accordance with firm procedures
Track tasks, deadlines, and case progress to ensure matters move forward efficiently
Handle confidential and sensitive information with discretion and professionalism
Support attorneys with legal research and administrative tasks as needed
Assist with special projects and additional duties as assigned
Qualifications:
Minimum 3 years of paralegal experience, preferably in estate planning, probate, trust administration, or elder law
Paralegal certificate or associate/bachelor’s degree preferred but not required
Knowledge of Florida probate and estate planning procedures strongly preferred
Strong drafting skills and attention to detail
Excellent written and verbal communication skills
Ability to manage multiple cases and deadlines in a fast-paced legal environment
High level of professionalism, discretion, and judgment when handling confidential matters
Proficiency in Microsoft Office and legal case management systems
Ability to work independently while collaborating effectively with attorneys and staff
Client-focused mindset with strong interpersonal skills
About Company
The Siegel Law Group is a well-established law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law. We are committed to guiding clients through important legal matters with care, clarity, and purpose.
