estate planning paralegal

Fergeson Skipper, P.A.

Tax/Probate ParalegalFergeson Skipper, P.A. is a full-service law firm that offers estate planning, estate and trust administration, estate and gift taxation, business law, real estate, and litigation services. We are a forward-thinking team of experienced attorneys dedicated to providing personalized and effective solutions for our clients. We are located in Sarasota, FL and are committed to staying in sync with the city's growing economy and our clients' expectations. We offer stability and longevity in your career, competitive wages, and a well-rounded benefits package.Role DescriptionThis is a full-time role for an experienced Paralegal in our Tax/Probate department. We are looking for a motivated team-member who is detail-oriented and can manage a steady workload. This position will have a high level of contact with clients and the ideal candidate should be communicative, approachable, conscientious, and client focused.Primary responsibilities include coordinating directly with clients and team members through all aspects of estate and trust administration and related fact-finding and document preparation; file management; credit report requests; document formation and management; filing documents; meeting participation and special projects; and additional duties as assigned.Key Skillset:<ul><li>Minimum of 2 years of experience as a paralegal within the areas of Estate Planning and Probate</li><li>Experience preparing Form 706, United States Estate (and Generation-Skipping Transfer) Tax Returns</li><li>Strong detail orientation</li><li>Excellent writing, research, and proofreading skills</li><li>Time management skills to handle multiple tasks efficiently and accurately.</li><li>Independent judgment and discretion in management of workload</li><li>Ability to maintain confidentiality of sensitive information.</li><li>Professional phone etiquette and interpersonal skills</li><li>Proficiency with Excel, Word and Outlook</li><li>Knowledge of working with law firm case/document management programs</li><li>Ability to perform effectively within established time limits and ongoing deadlines</li><li>Notary Public or willing to become a Notary Public</li><li>Paralegal Certificate a plus</li></ul>Job Type: Full-timePay: $80,000.00 - $90,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Paralegal: 2 years (Required)</li><li>Probate: 2 years (Required)</li></ul>License/Certification:<ul><li>Florida Notary (Preferred)</li></ul>Ability to Commute:<ul><li>Sarasota, FL 34236 (Required)</li></ul>Ability to Relocate:<ul><li>Sarasota, FL 34236: Relocate before starting work (Required)</li></ul>Work Location: In person

Probate Paralegal

Bayer Law Office

Job Summary We are seeking a dedicated, detail-oriented and reliable Full Time Paralegal to join our law practice, focusing on probate and estate planning matters throughout Florida.Duties<ul><li>Assist attorney with probate case management from intake through closing</li><li>Prepare and file legal documents, including petitions, inventories, accountings, and estate planning documents (wills, trusts, power of attorney, etc.)</li><li>Communicate with clients and courts in a professional manner</li><li>Maintain organized case files and track important deadlines</li><li>Conduct legal research as needed</li></ul>Experience<ul><li>Proven paralegal experience supporting estate planning or probate law practices in Florida.</li><li>Strong knowledge of estate planning concepts such as trusts, wills, powers of attorney, and probate procedures.</li><li>Excellent detail and organizational skills with the ability to manage multiple cases simultaneously in a fast-paced environment.</li><li>Demonstrated proficiency in legal drafting, document review, proofreading, transcription, and contract preparation.</li><li>Familiarity with Florida court procedures and E-Filing systems.</li><li>Excellent written and verbal communication abilities.</li><li>Ability to work independently and manage multiple cases efficiently.</li></ul>HOURLY COMPENSATION BASED ON QUALIFICATIONSPay: $15.00 - $22.00 per hourWork Location: In person

Full Time Paralegal - Probate and Estate Planning (Florida)

Stadig Johnson

Job Title: ParalegalReports To: The Paralegal reports the Firm Administrator.At Stadig Johnson, we are committed to building trusted, long-term relationships with our clients, as we help them achieve their goals in building lasting legacies for their families. We offer highly specialized guidance based on years of experience to successfully manage estate and wealth transfer planning, trusts and estate, gifting, tax planning, and related family advising. We empower employees to take part in building these connections and taking on challenging assignments and roles with an elevated level of responsibility in our agile work environment.Job Summary:We are seeking a detail-oriented and dedicated Paralegal to join our firm. The ideal candidate will possess a strong understanding of estate planning, trust administration, and probate processes. This role involves supporting attorneys by preparing legal documents, conducting research, and managing client communications to ensure the efficient and effective completion of client estate plans and administration of estates and trusts.Essential Duties &amp; Responsibilities1. Estate Planning Matters:a. Assist attorneys in preparation and presentation for client meetings and participate in client meetings.b. Assist attorneys in drafting and reviewing wills, trusts, powers of attorney, and other estate planning documents.c. Conduct legal research related to estate planning matters and issues.d. Coordinate with clients to gather necessary information for estate planning and preparation of documents to assist in funding of trusts and other matters for completion of the estate planning process.2. Probate Matters and Contested Trust Administration Matters:a. Prepare and file probate and related trust documents with the appropriate courts.b. Assist in the administration of contested trusts, including managing disputes and coordinating with involved parties.c. Maintain detailed records of probate activities and accountings.3. Trust and Foundation Administration Matters:a. Support the administration of trusts and foundations per the terms of the applicable trust and foundational documents, including coordination of applicable and necessary distributions.b. Ensure compliance with applicable laws and regulations in trust and foundation administration.c. Prepare necessary documentation and ensure compliance for trust and foundation administration.4. Client Lists and Annual Entity Renewals:a. Maintain and update client lists, ensuring all information is accurate and current.b. Manage annual entity renewals, including preparing and filing required documents.c. Coordinate with clients to ensure timely completion of renewal processes.5. File Management:a. Organize and manage client files, ensuring all documents are up-to-date and accurately filed.b. Implement and maintain an efficient filing system for easy retrieval of documents.c. Ensure confidentiality and security of all client information.Education, Skills and Knowledge:&middot; Bachelor&rsquo;s Degree&middot; Paralegal certificate from an ABA accredited program preferred, or a combination of education and/or experience&middot; 2-3 years of significant and substantive experience as a paralegal/legal assistant in a law firm setting.&middot; Proficient with Microsoft Word and Microsoft Excel&middot; Ability to become familiar with new programs and software (e.g., firm file management and billing program &ndash; Clio)&middot; Strong verbal and written communications skills, along with excellent proofreading skills to ensure accuracy in legal documents&middot; Strong organizational, time management and problem-solving skills&middot; Able to effectively manage multiple responsibilities concurrently&middot; Accurate with attention to details and deadlines&middot; Confidentiality&middot; Excellent interpersonal and friendly professional demeanor&middot; Must be motivated to learn and a self-starter&middot; Willingness to take on responsibility for projects and mattersWorking Conditions:This position requires the candidate to be onsite for 40 hours per week. The role involves working in a professional office environment where collaboration with team members and direct interaction with clients are essential. The candidate must be able to commit to a full-time schedule, ensuring consistent availability during standard business hours to support the needs of the team and clients effectively.Compensation and Benefits:&middot; Competitive compensation package, including the potential for earning performance bonuses, with the base salary being commensurate with experience.&middot; This position qualifies for all firm benefits, including retirement plan with firm contribution, health insurance with health savings account contributions, disability and life insurance and generous paid time off.About Stadig Johnson:Since 1993, Stadig Johnson has been committed to building trusted, long-term relationships with our clients, as we help them achieve their goals in building lasting legacies for their families. We create a unique opportunity for employees to be part of a firm that is proud to offer a family-oriented experience with opportunity to directly impact the success of the valued client relationships that we build.Job Type: Full-timePay: $75,000.00 - $90,000.00 per yearAbility to Commute:<ul><li>Minnetonka, MN 55305 (Required)</li></ul>Ability to Relocate:<ul><li>Minnetonka, MN 55305: Relocate before starting work (Required)</li></ul>Work Location: In person

Paralegal

Martin Law Firm, LLC

Paralegal &ndash; Estate Planning &amp; Elder LawBoutique Law Firm | Collaborative Team | Client Centered PracticeWe are seeking a highly organized, detail-oriented Paralegal to join our well-established estate planning and elder law firm, recognized as the Best of Hancock County in 2025. This is a key role within our practice, offering the opportunity to work closely with the attorney and senior paralegal while making a meaningful impact on the lives of our clients and their families.In this position, you will be involved in all aspects of the client journey, from initial information gathering to drafting documents and guiding clients through the signing process. If you enjoy both the technical precision of legal drafting and the human side of client interaction, this role offers a unique and rewarding balance.This is a paid position with strong opportunities for professional growth, hands-on learning, and increased compensation as you gain mastery in your role.Key Responsibilities<ul><li>Draft and prepare estate planning documents, including wills, trusts, and deeds, as well as business formation documents</li><li>Assist with deed preparation and e-recording</li><li>Work directly with clients to gather information, explain next steps, and guide them through the planning and signing process</li><li>Review and proofread legal documents to ensure accuracy, consistency, and compliance</li><li>Manage and maintain organized case files using systems such as MyCase and Microsoft Word</li><li>Coordinate schedules, client meetings, and document signings to ensure a smooth workflow</li><li>Provide administrative and operational support, including file management and client communications</li><li>Handle phone and email inquiries with professionalism and a client-first approach</li></ul>What We&rsquo;re Looking For<ul><li>Experience in estate planning, elder law, or a related legal field preferred</li><li>Strong legal drafting and proofreading skills with exceptional attention to detail</li><li>Ability to manage multiple cases and priorities effectively</li><li>Excellent organizational and project management skills</li><li>Proficiency with Microsoft Word and legal practice management software (e.g., MyCase)</li><li>Strong interpersonal skills and a client-centered mindset</li><li>Clear, professional communication skills and confident phone presence</li></ul>Compensation &amp; Benefits<ul><li>Competitive compensation with increases based on skill development and demonstrated mastery</li><li>Performance-based bonus opportunities</li><li>Paid time off, including vacation</li><li>Observed federal/bank holidays</li><li>Firm closure with paid time off for the week of Christmas</li><li>Retirement plan with employer matching (IRA)</li><li>Friday afternoons off to support work-life balance</li></ul>Job Types: Full-time, Part-timePay: $25.00 - $35.00 per hourExpected hours: 31.5 per weekBenefits:<ul><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Farrell & Grochowski

&lt;Job Summary&gt; We are seeking a proactive and detail-oriented Paralegal to join our dynamic legal team. In this role, you will support a wide range of legal functions across several practice areas, including estate planning and probate.&lt;Responsibilities&gt;.<ul><li>Draft legal documents including wills, powers of attorney, health care agents, living wills, trust, and correspondence with precision and clarity.</li><li>Draft probate documents for conservatorships and estate.</li><li>Perform client interviews and gather relevant information to assist in case development.</li></ul>&lt;Experience&gt;<ul><li>Prior paralegal experience in a law office or legal environment is preferred.</li><li>Demonstrated organizational skills with the ability to manage multiple priorities efficiently in a fast-paced setting.</li><li>Excellent writing skills for drafting clear legal documents and correspondence.</li><li>Strong proofreading and transcription abilities to ensure accuracy of all legal materials.</li><li>Effective interviewing skills for gathering detailed client information across various practice areas.</li><li>Administrative experience supporting attorneys or legal teams with clerical tasks such as filing, data entry, and document management systems use.</li><li>Exceptional phone etiquette combined with professional organizational skills to facilitate seamless office operations.</li></ul>Pay: From $25.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Rabinovich Sokolov Law Group

About the FirmRabinovich Sokolov Law Group is a boutique Philadelphia law firm with a pragmatic, business judgment-driven approach to legal practice. Our attorneys handle a broad range of matters including Commercial Real Estate, Civil and Commercial Litigation, Zoning &amp; Land Use, Estate &amp; Probate, and Business Law. We are a close-knit, high-performing team that values initiative, precision, and a genuine commitment to client service.Position OverviewJoin our dynamic legal team as a Paralegal, where your enthusiasm and organizational skills will play a vital role in supporting diverse legal practices. This position offers an exciting opportunity to develop your legal expertise across multiple areas, including estate planning, land use, litigation, real estate, and more. You will be instrumental in managing case files, conducting legal research, and providing essential administrative support to attorneys and clients alike. If you are eager to grow your career in a fast-paced, collaborative environment, this role is perfect for you.Key Responsibilities<ul><li>Manage and maintain attorney calendars, deadlines, court dates, and filing schedules with precision</li></ul><ul><li>Assist with legal case management by organizing and maintaining files using document management systems</li></ul><ul><li>Draft, proofread, and format legal documents including pleadings, motions, correspondence, and contracts with strong attention to detail</li></ul><ul><li>Conduct thorough legal research utilizing Westlaw, LexisNexis, and other research tools to support ongoing cases across various practice areas</li></ul><ul><li>Support attorneys with document review, transcription, proofreading, and data entry tasks to ensure accuracy and compliance</li></ul><ul><li>Manage administrative duties such as scheduling appointments, coordinating meetings, handling phone inquiries with professional etiquette, and maintaining organized filing systems</li></ul><ul><li>Assist in client intake and interviews; gather relevant information to facilitate case development</li></ul><ul><li>Support litigation efforts by preparing case summaries, tracking deadlines, and managing document review processes efficiently</li></ul><ul><li>File documents with state and federal courts, both electronically and in person (PACFile, PACER, eCourts)</li></ul><ul><li>Assist with real estate transactions including due diligence, title review, and closing coordination</li></ul><ul><li>Support billing and time entry processes; prepare invoices and track outstanding matters</li></ul><ul><li>Utilize and help optimize online platforms, practice management software, and firm technology tools</li></ul>QualificationsRequired:<ul><li>2+ years of paralegal or legal administrative experience within a law firm setting</li></ul><ul><li>Associate&rsquo;s or Bachelor&rsquo;s degree; paralegal certificate a plus</li></ul><ul><li>Exceptional organizational skills with the ability to manage multiple projects simultaneously while maintaining high accuracy standards</li></ul><ul><li>Strong written and verbal communication skills and professional phone etiquette</li></ul><ul><li>Proficiency with Microsoft Office Suite (Word, Outlook, Excel)</li></ul><ul><li>Ability to perform detailed legal research and synthesize findings into clear summaries or reports</li></ul><ul><li>Reliable, punctual, and highly professional demeanor</li></ul>Preferred:<ul><li>Proficiency in Westlaw and/or LexisNexis; experience with iManage or PCLaw is a strong plus</li></ul><ul><li>Experience with case management or practice management software (Clio, MyCase, or similar)</li></ul><ul><li>Familiarity with Pennsylvania state and federal court filing systems (PACFile, PACER, eCourts)</li></ul><ul><li>Background in real estate, litigation, estate planning, land use, or related practice areas</li></ul><ul><li>Knowledge of project management principles to coordinate tasks efficiently in a busy law office</li></ul><ul><li>Demonstrated interest in technology and a willingness to learn new platforms and tools</li></ul><ul><li>Eagerness to grow and take on increasing responsibility as the firm expands</li></ul>What We Offer<ul><li>Competitive compensation commensurate with experience</li></ul><ul><li>Exposure to diverse, complex legal matters across multiple practice areas</li></ul><ul><li>A collaborative, supportive team environment where your contributions are recognized</li></ul><ul><li>Real opportunity for growth, skill development, and career advancement within the firm</li></ul><ul><li>Convenient Center City Philadelphia location</li></ul>How to ApplyPlease submit a resume, cover letter, and two professional references. Applications without a cover letter will not be considered. In your cover letter, please describe a situation where your organizational skills made a meaningful difference in a professional setting.Rabinovich Sokolov Law Group is an equal opportunity employer.Pay: From $50,000.00 per yearBenefits:<ul><li>Paid time off</li></ul>Work Location: In person

Paralegal Assistant

Kentucky ElderLaw PLLC

Company OverviewKentucky ElderLaw is a life care planning and estate planning firm. We help people navigate their long-term care options and access help to pay for that care if available. We also prepare estate plans, to include wills, trusts, and powers of attorney.Job OverviewWe are seeking a detail-oriented Paralegal to join our team supporting attorneys in preparing trusts, asset protection plans, and other legal documents. Experience in estate planning is not necessary. Very strong writing and proofreading skills are essential.Duties<ul><li>Prepare trusts and attendant documents</li><li>Prepare asset protection plans</li><li>Perform legal research</li><li>Assist in managing caseloads</li><li>Conduct thorough document review and proofreading to ensure accuracy and compliance with legal standards</li><li>Support estate planning and elder law processes by organizing files and meeting deadlines for client meetings</li><li>Perform administrative tasks such as data entry, filing, scheduling appointments, and maintaining client records to facilitate smooth office operations</li><li>Conduct interviews with clients when necessary to gather pertinent information for cases</li><li>Provide support for legal assistants and reception</li><li>Other duties as assigned</li></ul>Pay: $40,000.00 - $55,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

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Probate Paralegal

Full Time Paralegal - Probate and Estate Planning (Florida)

Paralegal

Paralegal

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Paralegal Assistant

Paralegal