Probate & Estate Planning Paralegal (Hybrid)

Probate & Estate Planning Paralegal (Hybrid)

Full-Time Hybrid or Remote Florida-Based Candidates Only

Join a Florida Elder Law Firm that values professionalism empathy and exceptional client care.

We are seeking an experienced Probate & Estate Planning Paralegal to support our attorneys in managing probate and estate planning matters with precision responsiveness and discretion. This is a high-impact role for a detail-oriented professional who thrives in a client-focused legal environment and can independently manage drafting client communication and matter coordination.

This position is available as:

• Hybrid for candidates located near Spring Hill or Tampa Florida
• Remote for candidates located elsewhere in Florida

The ideal candidate is highly organized proactive technologically proficient and committed to delivering a trueclient experience.

About the Firm

Our firm focuses on Elder Law Probate and Estate Planning serving families with empathy professionalism and urgency during sensitive life transitions. We are dedicated to providing responsive discreet and compassionate legal support while maintaining the highest standards of service.

Key Responsibilities

• Draft probate documents for Formal and Summary Administrations
• Draft estate planning documents including:
  • Wills
  • Trusts
  • Powers of Attorney
  • Deeds
  • Healthcare Advance Directives
• Prepare final execution-ready documents and track revisions
• E-file probate documents with Florida courts
• Coordinate hearings and maintain attorney calendars
• Communicate with clients regarding case updates document revisions and follow-up
• Assist with matter management and task tracking
• Participate in intake and client triage alongside the Sales & Intake team
• Attend weekly Zoom team meetings and collaborate with internal staff
• Maintain compliance with all firm procedures and confidentiality requirements

Qualifications

Required

• 3 years of Probate and Estate Planning Paralegal experience
• Experience drafting probate documents for Formal and Summary Administrations
• Strong knowledge of Florida Probate Court procedures
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Ability to work independently with minimal supervision
• Professional empathetic and client-focused communication style
• Strong multitasking and time management skills
• Experience using CRM systems

Preferred

• Experience with:
  • WealthCounsel
  • ElderDocx
  • Office 365
  • Zoho CRM
• Notary certification
• Experience supporting Elder Law attorneys

Work Environment & Home Office Requirements

This role may be fully remote for qualified Florida-based candidates. Remote employees are expected to maintain a professional home office setup including:

• Reliable high-speed internet
• Computer/laptop
• Scanner/printer capabilities
• Mobile phone and other standard office equipment as needed

Why Join Us

• Meaningful work helping families navigate important legal matters
• Supportive and collaborative legal team
• Hybrid flexibility for local candidates
• Professional growth within a respected Elder Law practice
• Opportunity to work closely with attorneys in a highly client-centered environment

Apply Today

If you are an experienced Florida Probate & Estate Planning Paralegal who takes pride in accuracy professionalism and exceptional client service we encourage you to apply.