Probate & Estate Planning Paralegal

Probate & Estate Planning Paralegal (Hybrid/Remote)

Elder Needs Law Florida

Salary:$45000 $55000 per year
Job Type:Full-Time
Schedule:MondayFriday 8-hour shift
Work Location:Hybrid / Remote (Florida-based experience required)

About Elder Needs Law

Elder Needs Law is a Florida-based elder law firm dedicated to providing empathetic responsive and discreet legal services to seniors and their families. Our work is highly personal and often time-sensitive requiring professionalism compassion and exceptional attention to detail.

About the Role

Elder Needs Law is seeking askilled and experienced Probate & Estate Planning Paralegalto support our attorneys withdocument drafting probate filings and client follow-up. This role is ideal for a detail-oriented professional who thrives in a drafting-heavy client-facing environment and understands the sensitivity involved in elder law matters.

This position is acritical point of contact with clientsand requires consistent professionalism empathy and white-glove service.

Key Responsibilities

• Draftprobate pleadingsforFormal and Summary Administrations
• Draftestate planning documents including:
• Wills
• Trusts
• Powers of Attorney
• Deeds
• Healthcare Advance Directives
• Draft advanced planning documents such as:
• Qualified Income Trusts (QITs)
• Pooled Special Needs Trusts
• Prepare final documents for execution and track revisions
• E-file pleadings with Florida probate courts and assist with hearing preparation
• Manage attorney calendars and ensure timely client follow-up
• Communicate professionally with clients regarding documents edits and next steps
• Assist with matter management and internal task tracking
• Participate in weekly team meetings via Zoom
• Collaborate with Sales & Intake teams during client triage as needed
• Adhere to firm processes policies and confidentiality requirements

Required Qualifications

• Required:Hands-on experience drafting documents usingWealthCounsel and ElderDocx
• Required:Experience draftingFlorida probate pleadings(Formal & Summary Administrations)
• Required:Experience draftingestate planning documents
• Strong knowledge of theFlorida Probate Circuit Court system
• Excellent written and verbal communication skills
• High attention to detail and strong organizational skills
• Ability to work independently with minimal supervision while collaborating with a legal team
• Empathy and professionalism when working with elderly clients and families
• Strong time-management and prioritization skills

Technology & Work Requirements

• Proficiency with Office 365 WealthCounsel and ElderDocx
• Ability to maintain a fully equipped home office for remote work including:
• Desktop or laptop computer
• Reliable internet connection
• Phone access
• Notary preferred (or willingness to obtain)

Compensation & Benefits

• Annual salary
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Paid time off