Paralegal - Estate Planning and Probate

ZOECKLEIN LAW PA

3d•Onsite

About The Position

Zoecklein Law is seeking a skilled Estate Planning Paralegal to support our attorneys with drafting, organizing, and managing estate planning matters. If you are detail-oriented, client-focused, and thrive in a supportive, high-performance environment, we’d love to meet you.

Requirements

Minimum 2 years of paralegal experience in estate planning or probate (required)
Strong understanding of Florida estate planning documents and drafting standards
Excellent written, verbal, and client-service communication skills
Exceptional attention to detail and ability to manage multiple active matters
Proficiency with Microsoft Office; familiarity with PracticePanther or similar case management systems preferred
Ability to work independently with professionalism and discretion

Nice To Haves

Florida Notary Public certification (preferred or willingness to obtain)

Responsibilities

Draft and prepare estate planning documents, including Wills, Revocable Trusts, Powers of Attorney, Health Care Surrogate designations, Living Wills, HIPAA releases, deeds, and related documents
Prepare trust funding materials, assignments, and asset schedules
Coordinate attorney meetings, client consultations, and signing ceremonies
Serve as a consistent and professional point of contact for estate planning clients
Maintain organized digital files within PracticePanther and SharePoint
Track and manage deadlines to ensure timely matter progression
Assist with notarization, witnessing requirements, and post-signing document management
Scan, finalize, and distribute executed estate planning documents
Collaborate with attorneys, intake personnel, billing, and legal assistants to ensure seamless workflow
Ensure compliance with Florida statutes, execution formalities, and firm protocols