Estate Planning Administrator

Clearwater, United States | Posted on 01/15/2026

At at Cause Law Office, our Estate Planning Administrator is a vital leader in our mission to deliver compassionate, transparent, and high-quality legal services. Guided by our Purpose—To help businesses, families, and individuals become more aware, more causative, and more in control of their legal circumstances, leading to their success, expansion, and prosperity—the Estate Planning Administrator oversees the estate planning team, ensuring seamless coordination and exceptional support for clients navigating wills, trusts, and other estate planning matters.

They lead with organizational expertise and empathy, fostering a collaborative, non-stuffy environment while empowering paralegals, legal assistants, and clients to achieve meaningful outcomes in alignment with our people-first philosophy.

• Supervise and mentor estate planning paralegals and legal assistants, assigning tasks, monitoring progress, and ensuring high-quality work product.
• Coordinate case workflows to align with client goals, attorney strategies, and Florida estate planning laws.
• Maintain client relationships by providing transparent updates, addressing inquiries, and handling sensitive matters with empathy, such as bereavement or family dynamics.
• Monitor case deadlines and deliverables to ensure timely completion of estate planning services.
• Prepare and review estate planning documents, including wills, trusts, powers of attorney, and advance directives, ensuring accuracy and compliance with legal standards.
• Assist attorneys with legal research to support estate planning strategies and stay current on developments in Florida estate planning and probate law.
• Organize and maintain client files, ensuring confidentiality and accessibility for attorneys and team members.
• Collaborate with attorneys and other departments (e.g., probate, elder law) to provide integrated support for complex client needs.

• Bachelor’s degree or paralegal certificate from an accredited program (or equivalent experience).
• 5+ years of experience as a paralegal in estate planning, probate, or a related legal field, with at least 2 years in a supervisory or lead role.
• In-depth knowledge of estate planning processes, wills, trusts, powers of attorney, and Florida estate planning laws.
• Proven ability to manage and mentor a team of paralegals and legal assistants in a fast-paced environment.
• Proficiency in legal research tools (e.g., Lexis Nexis, Westlaw) and case management software.
• Strong drafting and reviewing skills for estate planning documents, with exceptional attention to detail and accuracy.
• Excellent verbal and written communication skills for client, attorney, and team interactions.
• Leadership skills to guide and motivate a team while fostering a collaborative, supportive culture.
• Compassionate, client-focused mindset, aligning with at Cause’s people-first philosophy, particularly in sensitive estate planning contexts.
• Adaptability to thrive in a fast-paced, non-stuffy workplace culture.

Must speak English. Must have impeccable written and verbal communication skills, the ability to pay attention to detail, and the ability to maintain confidentiality.

• Prolonged periods of sitting at a desk (6 to 8 hours a day).
• Utilizing a computer for extended periods at a time.
• Occasional lifting of files or materials up to 20 lbs.
• This role starts at a salary of $70,000 per year.
• PTO and sick days after 90 days.
• Unlimited PTO after one year.
• Fun and "Non-Stuffy" atmosphere.
• In-house training programs.
• Weekly paid meals.
• Free snacks and drinks in the office.

at Cause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce reflective of our communities is an integral and welcome part of a successful and ethical business.