Estate Planning Paralegal — Sarasota, FL
Berlin Patten Ebling•Sarasota, FL
•Onsite
About The Position
This isn't a typical paralegal position. At BPE, senior paralegals draft sophisticated trust and estate planning documents, own their case files, and work shoulder-to-shoulder with attorneys on complex matters. We pay well above market because we hire paralegals who can operate like one — and we give them the autonomy to do it.
Requirements
- 5+ years of Florida estate planning experience
- Track record of drafting trusts independently
- Highly organized
- Communicate clearly
- Manage your time without needing to be chased
- Proficient with Wealth Counsel and/or Westlaw Form Builder
- Comfortable in Clio Manage or similar case management platforms
Nice To Haves
- Paralegal certification or advanced education
- Bilingual (English/Spanish) ability
Responsibilities
- Draft trusts, wills, and advanced estate planning documents for attorney review.
- Manage your own case files, deadlines, and docketing from intake through execution.
- Communicate directly with clients to gather information and keep them informed.
- Handle e-filing, notarization, scheduling, and the administrative work that keeps matters moving.
- Participate in weekly case management meetings and collaborate closely with attorneys and support staff.
Benefits
- Health insurance
- Retirement plan
- Generous PTO
- Paid holidays
- CLE/training support
- Annual all-expenses-paid firm trip (post-eligibility)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
