Probate & Estate Planning Paralegal Job at Elder Needs Law, PLLC, Aventura, FL

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  • Elder Needs Law, PLLC
  • Aventura, FL

Job Description

Probate & Estate Planning Paralegal (Hybrid/Remote)

Elder Needs Law | Florida

Salary: $45,000 – $55,000 per year
Job Type: Full-Time
Schedule: Monday–Friday, 8-hour shift
Work Location: Hybrid / Remote (Florida-based experience required)

About Elder Needs Law

Elder Needs Law is a Florida-based elder law firm dedicated to providing empathetic, responsive, and discreet legal services to seniors and their families. Our work is highly personal and often time-sensitive, requiring professionalism, compassion, and exceptional attention to detail.

About the Role

Elder Needs Law is seeking a  skilled and experienced Probate & Estate Planning Paralegal to support our attorneys with  document drafting, probate filings, and client follow-up . This role is ideal for a detail-oriented professional who thrives in a drafting-heavy, client-facing environment and understands the sensitivity involved in elder law matters.

This position is a  critical point of contact with clients and requires consistent professionalism, empathy, and “white-glove” service.

Key Responsibilities

  • Draft  probate pleadings for  Formal and Summary Administrations
  • Draft  estate planning documents , including:
  • Wills
  • Trusts
  • Powers of Attorney
  • Deeds
  • Healthcare Advance Directives
  • Draft advanced planning documents such as:
  • Qualified Income Trusts (QITs)
  • Pooled Special Needs Trusts
  • Prepare final documents for execution and track revisions
  • E-file pleadings with Florida probate courts and assist with hearing preparation
  • Manage attorney calendars and ensure timely client follow-up
  • Communicate professionally with clients regarding documents, edits, and next steps
  • Assist with matter management and internal task tracking
  • Participate in weekly team meetings via Zoom
  • Collaborate with Sales & Intake teams during client triage as needed
  • Adhere to firm processes, policies, and confidentiality requirements

Required Qualifications

  • Required: Hands-on experience drafting documents using  WealthCounsel and ElderDocx
  • Required: Experience drafting  Florida probate pleadings (Formal & Summary Administrations)
  • Required: Experience drafting  estate planning documents
  • Strong knowledge of the  Florida Probate Circuit Court system
  • Excellent written and verbal communication skills
  • High attention to detail and strong organizational skills
  • Ability to work independently with minimal supervision while collaborating with a legal team
  • Empathy and professionalism when working with elderly clients and families
  • Strong time-management and prioritization skills

Technology & Work Requirements

  • Proficiency with Office 365, WealthCounsel, and ElderDocx
  • Ability to maintain a fully equipped home office for remote work, including:
  • Desktop or laptop computer
  • Reliable internet connection
  • Phone access
  • Notary preferred (or willingness to obtain)

Compensation & Benefits

  • Annual salary
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid time off

Job Tags

Full time, Work at office, Work from home, Home office, Monday to Friday, Shift work,

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