Paralegal- Estate Planning

Estate Planning and Probate Paralegal

Location: JTB and Hodges, Jacksonville, FL

Why Join Our Client's Team?

• Competitive salary based on experience.
• Supportive, client-centric culture with a focus on professionalism and empathy.
• Work-life balance: 9:00 AM–4:30 PM schedule, Monday–Friday.
• Opportunity to engage in meaningful, sophisticated work alongside talented colleagues.

About Our Client:
Our client is a well-established and respected law firm specializing in estate planning and probate. They’ve built a reputation for exceptional service, managing over 1,000 clients through a flat-fee structure. With a collaborative, client-focused approach, the firm fosters a supportive work environment where team members can thrive professionally and personally.

Key Responsibilities:

• Review and assess legal and financial documents.
• Draft estate planning documents with precision and accuracy.
• Analyze trusts and prepare detailed trust accountings.
• Prepare initial drafts of trust- and estate-related tax returns.
• Compile and organize large volumes of documentation using Adobe or similar tools.
• Cultivate and maintain strong relationships with clients and professional partners.
• Coordinate and manage legal, tax, and financial documentation.
• Handle confidential information with tact, discretion, and sound judgment.
• Work independently to meet deadlines while managing multiple priorities.
• Collaborate with team members and provide support on projects as needed.

Requirements:

• Minimum of 2 years of related experience.
• Experience compiling and organizing large volumes of documentation in Adobe or similar software.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.

This is a unique opportunity to work with a firm that values its employees and its clients equally. You’ll be part of a team that leads with heart and delivers exceptional, sophisticated work in estate planning and probate law.