Paralegal - Estate Planning

Location: Jupiter, Florida

A Florida law firm is seeking a Probate Law/Estate Planning Paralegal with experience in using WealthCounsel.

The ideal candidate will be responsible for handling a wide range of tasks, including drafting and executing estate planning documents, managing probate and guardianship matters, and coordinating with attorneys, legal assistants, and administrative staff.

Responsibilities:

• Manage client intake and information input into the firm's database.
• Coordinate schedules, workflows, and document production.
• Draft and edit estate planning documents.
• Communicate with clients to schedule meetings and gather information.
• Prepare documents for execution and act as a witness or notary.
• Provide accurate legal information to clients.
• Perform general administrative tasks, such as filing, scanning, and photocopying.

Qualifications:

• Minimum 3 years of paralegal or legal assistant experience.
• Experience in estate planning and probate law.
• Proficiency in Microsoft Office Suite and Wealth Counsel
• Hands-on experience with office equipment (e.g., scanners, printers, and fax machines).
• Excellent organizational, time-management and communication skills.
• Fluency in Spanish (a plus).

Benefits:

• Competitive salary and bonus structure.
• Paid time off and holidays.
• Opportunities for professional development.
• Supportive team environment.
• Free parking.

Schedule:

• Monday to Thursday (8:30 A.M. to 5:30 P.M.)
• Friday (8:30 A.M. to 2:00 P.M.)