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
  .

• Compliance
• Legal Research
• Accountants
• Funding
• Organizational Skills
• Attention To Detail
• Healthcare Regulations
• Records Administration
• Preparation
• Research Software
• Planning
• Communication
• Management