Estate Planning Paralegal at Prime Headhunting & Recruiting, Inc. in Sarasota, Florida, United States

Job description

• 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.

Requirements

• 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.

Skills

Required

• Exceptional attention to detail
• Organizational skills
• Excellent communication
• Client service skills
• Ability to work independently
• Manage multiple tasks efficiently
• Legal document preparation
• Case management
• Estate planning software
• Legal research tools