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Estate Planning, Probate and Guardianship Paralegal

Location: Florida
Salary: Not specified
Status: Permanent / Full Time
Job Reference: 558237

Job Description

Job Title: Estate Planning, Probate and Guardianship Paralegal
Job Type: Full Time (On-site)
Location: Jupiter, Florida
 
Overview

Our client is seeking an experienced Paralegal with a minimum of 3 years of experience in Probate, Guardianship, and Estate Planning. This role is designed for a highly organized professional who thrives in a “team-first” culture and can manage complex legal workflows with precision and close client interaction.
 
Compensation and Benefits:

  • Compensation: Commensurate with experience
  • Benefits after 90‑day probationary period, including:
  • Paid time off and holidays
  • Medical coverage
  • IRA with employer match and Discretionary bonus

 
Responsibilities:

  • Manage the end-to-end workflow for Probate and Guardianship cases.
  • Prepare, proofread, and finalize legal documents for Estate Planning.
  • Prepare and understand complex guardianship and estate accountings.
  • Handle daily time entry for billing and review entries for accuracy and reasonableness.
  • Provide strong client service and communication in line with ethical rules (confidentiality, ethical billing, prohibition of unauthorized practice of law)
  • Contribute to a collaborative team culture, assisting with office needs as required

 
Qualifications:

  • Minimum 3 years experience in estate planning, probate, and guardianship paralegal
  • Proficiency in Microsoft Word, Excel, Outlook.
  • Experience with office management software (e.g., Practice Panther) a plus
  • Familiarity with Westlaw Form Builder and probate/guardianship procedures
  • Experience with Wealth Counsel or similar estate planning software preferred
  • Ability to type at least 40 words per minute and notarize documents
  • Experience preparing guardianship and estate accountings required
  • Excellent time management and communication skills
  • Understanding of ethical rules governing paralegal practice

 

Job Tags

Law Clerk / Paralegal

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