Paralegal - Estate Planning & Probate

Overview

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

• Minimum 3 years of paralegal experience
  , preferably in estate planning, probate, trust administration, or elder law
• Paralegal certificate or associate/bachelor’s degree preferred but not required
• 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

$70,000 - $75,000 yearly

The Siegel Law Group is a well-established law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law. We are committed to guiding clients through important legal matters with care, clarity, and purpose.