Estate Planning, Probate and Guardianship Paralegal

Job Description

Estate Planning, Probate and Guardianship Paralegal | SalesBountyHunter

The Tone:
This is a full-time, on-site role at our client’s legal firm, located in Jupiter, Florida. Our client is a legal firm specializing in estate planning, probate, and guardianship matters. This role is crucial for managing complex legal workflows with precision and maintaining close client interaction. The successful candidate will thrive in a team-first culture and contribute to a collaborative work environment.

The TL;DR
• Role: Mid-Level Paralegal
• Type: Full-time
• Location: In-person, Jupiter, FL

• Mission: To efficiently manage estate planning, probate, and guardianship legal processes while ensuring ethical client service and accurate financial record-keeping.
• Tech Stack: Microsoft Word, Excel, Outlook, Practice Panther (plus), Westlaw Form Builder, Wealth Counsel (preferred)

What You’ll Actually Do
• Manage: Oversee the complete workflow for Probate and Guardianship cases from start to finish.
• Prepare: Draft, proofread, and finalize essential legal documents for Estate Planning matters.
• Account: Develop and comprehend intricate guardianship and estate accountings.
• Bill: Input daily time entries for client billing and review entries for accuracy and reasonableness.
• Serve: Deliver robust client service and communication, adhering strictly to ethical guidelines regarding confidentiality and authorized practice of law.

The Must-Haves
• Background: Paralegal with a specialized focus and understanding of Estate Planning, Probate, and Guardianship.
• Experience: Minimum 3 years of hands-on experience specifically as a paralegal in estate planning, probate, and guardianship.
• Skills: Proficiency in Microsoft Word, Excel, and Outlook; ability to prepare guardianship and estate accountings; strong understanding of ethical rules governing paralegal practice; excellent time management and communication skills.
• Bonus: Experience with office management software like Practice Panther, familiarity with Westlaw Form Builder and probate/guardianship procedures, experience with Wealth Counsel or similar estate planning software, ability to type at least 40 words per minute, and capacity to notarize documents.