Paralegal - Estate Planning & Probate

The Siegel Law Group•Boca Raton, FL

About The Position

We are seeking a knowledgeable and detail-oriented Paralegal – Estate Planning & Probate to support attorneys in all phases of estate planning, probate, and trust administration. This role is essential to delivering high-quality legal services and requires a proactive professional who can manage multiple matters, maintain accuracy, and interact with clients with professionalism and empathy. The ideal candidate thrives in a fast-paced legal environment and demonstrates strong organizational skills, sound judgment, and a collaborative mindset. Assist attorneys with estate planning, probate, and trust administration matters from inception through resolution Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments Prepare probate and trust administration filings, including petitions, notices, inventories, accountings, and court-related documents Manage probate and trust timelines and ensure compliance with court deadlines and statutory requirements Communicate with clients, beneficiaries, financial institutions, courts, and other third parties in a professional and compassionate manner Collect, organize, and maintain client information and documentation related to estate planning and probate matters Assist with asset identification, beneficiary designations, and funding of trusts Coordinate the execution of estate planning documents and notarization requirements Maintain organized electronic and physical case files in accordance with firm procedures Track tasks, deadlines, and case progress to ensure matters move forward efficiently Handle confidential and sensitive information with discretion and professionalism Support attorneys with legal research and administrative tasks as needed Assist with special projects and additional duties as assigned

Requirements

Minimum 3 years of paralegal experience , preferably in estate planning, probate, trust administration, or elder law
Knowledge of Florida probate and estate planning procedures strongly preferred
Strong drafting skills and attention to detail
Excellent written and verbal communication skills
Ability to manage multiple cases and deadlines in a fast-paced legal environment
High level of professionalism, discretion, and judgment when handling confidential matters
Proficiency in Microsoft Office and legal case management systems
Ability to work independently while collaborating effectively with attorneys and staff
Client-focused mindset with strong interpersonal skills

Nice To Haves

Paralegal certificate or associate/bachelor’s degree preferred but not required

Responsibilities

Assist attorneys with estate planning, probate, and trust administration matters from inception through resolution
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments
Prepare probate and trust administration filings, including petitions, notices, inventories, accountings, and court-related documents
Manage probate and trust timelines and ensure compliance with court deadlines and statutory requirements
Communicate with clients, beneficiaries, financial institutions, courts, and other third parties in a professional and compassionate manner
Collect, organize, and maintain client information and documentation related to estate planning and probate matters
Assist with asset identification, beneficiary designations, and funding of trusts
Coordinate the execution of estate planning documents and notarization requirements
Maintain organized electronic and physical case files in accordance with firm procedures
Track tasks, deadlines, and case progress to ensure matters move forward efficiently
Handle confidential and sensitive information with discretion and professionalism
Support attorneys with legal research and administrative tasks as needed
Assist with special projects and additional duties as assigned