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Estate Planning Paralegal

Estate Planning Paralegal

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

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