Remote Contract -based Florida Estate Planning and Trust Administration Paralegal Opportunity - 5+Hours/Week

The Freelance Firm • Jupiter, FL

22h • Remote

About The Position

The Freelance Firm is a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for their client law firms. Due to increased demand, they are interviewing for a qualified, experienced, and dedicated Florida Estate Planning / Trust Administration Paralegal. Remote work hours will vary, but are expected to be approximately 6–10 hours per week.

Requirements

• Minimum 5 years of experience as a Paralegal with direct experience in Florida Estate Planning and Trust Administration
• Strong experience drafting estate planning documents and supporting trust administration matters
• Familiarity with Clio and Westlaw Form Builder
• Strong attention to detail when reviewing documents to ensure accuracy prior to attorney review
• Ability to organize and manage estate planning and trust administration files efficiently
• Highly organized with the ability to manage multiple matters and deadlines
• Strong understanding of estate planning processes, language, and procedures
• Ability to work independently and proactively support attorney workflow
• Strong communication skills and ability to follow instructions while taking initiative

Nice To Haves

• Experience using WealthCounsel
• Experience supporting real estate-related matters, including title work

Responsibilities

• Drafting estate planning documents
• Supporting trust administration matters
• Assisting with data entry
• Document formatting
• Ensuring estate planning documents are complete and accurate
• Reviewing documents to ensure accuracy prior to attorney review
• Organizing and managing estate planning and trust administration files efficiently
• Working independently and proactively supporting attorney workflow
• Following instructions while taking initiative

What This Job Offers

• Job Type: Part-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 1-10 employees