Paralegal (Estate Planning)

Job Title: Paralegal (Estate Planning)

Company: Erchid Law Firm
Location: Tampa, Fl
Job Type: Full-Time | In-Person
Compensation: $50,000 to $60,000

Schedule: Monday-Friday

About Us:

Erchid Law Firm is a client-focused law firm dedicated to providing high-quality legal services in estate planning, probate, elder law, and related areas. We pride ourselves on delivering compassionate and thorough support to our clients while maintaining a collaborative and professional workplace culture.

Position Overview:

We are seeking an experienced Estate Planning Paralegal to join our growing team. The ideal candidate will be highly organized, detail-oriented, and capable of working independently with minimal supervision. You will play a critical role in supporting attorneys with drafting estate planning documents, managing client files, and ensuring a smooth client experience from intake through execution.

Key Responsibilities:

• Draft, edit, and finalize estate planning documents including wills, trusts, powers of attorney, and advance healthcare directives.
• Prepare probate documents for filing with the court, including petitions, notices, inventories, and accountings.
• Manage the full probate administration process, from opening estates to final distribution and closing.
• Communicate with clients, beneficiaries, court personnel, financial institutions, and other stakeholders throughout estate and probate matters.
• Assist with trust administration, including notice letters, asset collection, and funding of trusts.
• Conduct client intakes and maintain ongoing communication throughout the process.
• Prepare asset spreadsheets and organize financial documents.
• Coordinate signing appointments and notarizations.
• Maintain and update case management systems and client records.
• Support attorneys in probate and trust administration matters as needed.

Qualifications:

• 3+ years of experience as a paralegal, preferably in estate planning or probate law.
• Strong knowledge of estate planning concepts, terminology, and documentation.
• Excellent written and verbal communication skills.
• Proficiency with legal document management systems and Microsoft Office Suite.
• High level of discretion and professionalism when dealing with sensitive client information.
• Notary Public (preferred but not required).
• Paralegal certificate or relevant education a plus.

What We Offer:

• Competitive salary and comprehensive benefits package.
• Supportive and collaborative work environment.
• Opportunities for professional development and growth.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Work Location: In person