Estate Planning Paralegal
On-site · Sarasota, Florida, United States
Job Summary
The Wealth Strategies Paralegal will assist attorneys specializing in private client services, trusts, and estate planning by drafting legal documents such as wills, trusts, and advanced directives using Lawgic estate planning software. Responsibilities include organizing and managing case files, conducting legal research on estate planning, and communicating with clients and financial institutions. Qualified candidates should have a minimum of an associate’s degree, two years of paralegal experience, and one year of experience with Florida estate planning documents.
Required Qualifications
- Minimum of an associate’s degree is required.
- Paralegal Certificate from an ABA approved program preferred.
- At least two years of paralegal experience required.
- One year of experience working with Florida estate planning documents required.
Desired Qualifications
- Experience using Lawgic estate planning software is a plus.
- Project and case management skills including a strong aptitude for managing and prioritizing multiple projects and deadlines.
- Excellent written and verbal communication skills.
- Analytical, problem solving and decision-making skills.
Additional Requirements
- We are not accepting outside recruiter submissions at this time.
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