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Paralegal- Estate Planning and Probate

Paralegal- Estate Planning and Probate

Berlin Patten Ebling, PLLCSarasota, FL, US
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Welcome to Berlin Patten Ebling, an established and award-winning law firm recognized for breaking new ground in the legal field. Our focus extends beyond traditional legal services—we aim to set higher standards and redefine what excellence means in our industry.

We combine the agility and innovation of a tech startup with the commitment to inclusivity and diverse perspectives. BPE fosters an environment for those with a creative approach to legal issues, pledging outstanding real estate and estate planning services within a workplace culture that emphasizes collaboration and open dialogue.

Estate Planning is about far more than forms—it's about protecting families, preserving legacies, and creating peace of mind. That's why we place the highest value on candidates with strong Florida Estate Planning backgrounds. If you have 5+ years of experience and proven ability to draft trusts with confidence, you'll thrive here and make an immediate impact.

Responsibilities

  • Organize & Manage Cases : Maintain files, docket events, and ensure smooth case flow.
  • Draft & Review Documents : Prepare trusts, wills, and estate planning documents with precision for attorney review.
  • Support Clients : Communicate updates, gather information, and assist clients with form completion.
  • Administrative Support : Assist with e-filing, phone coverage, scheduling, and notarizing documents.
  • Team Collaboration : Participate in weekly case management meetings and contribute to a supportive, team-oriented culture.

Qualifications

  • Required : 5+ years of Florida Estate Planning experience, including trust drafting (non-negotiable).
  • Advanced paralegal education or certification strongly preferred.
  • Excellent oral and written communication skills.
  • Bilingual (English / Spanish) strongly preferred.
  • Strong time management and organizational skills.
  • Proficiency with WealthCounsel and / or Westlaw Form Builder (or similar).
  • Experience with Clio Manage (or similar case management software).
  • Proficiency with Google Workspace preferred.
  • Typing speed : 60–100 WPM required.

    • Why Join BPE?

  • No Billable Hour Requirement : Focus on quality, not quotas.
  • Energizing Work Culture : We celebrate successes together.
  • Employee Engagement : Join our employee engagement committee.
  • Team Bonding Events : Regular events foster collaboration and camaraderie.
  • Firm Trip : All-expenses-paid annual company trip after one year.
  • Everyday Perks : Snacks, drinks, monthly lunches, and employee appreciation events.
  • Community Involvement : Participate in initiatives that make a positive impact.

    • Base pay range : $75,000.00 / yr - $100,000.00 / yr

    This is a full-time, mid-senior level position in the legal services industry.

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