Estate Planning Legal Assistant Position Available In Palm Beach, Florida
Tallo's Job Summary: The Siegel Law Group, P.A. in Boca Raton, FL is hiring a full-time Estate Planning Legal Assistant. Responsibilities include preparing estate planning documents, managing client files, and ensuring smooth client interactions. Compensation ranges from $22 to $26 per hour based on experience. Qualifications include 1+ years of related experience, proficiency in Microsoft Office Suite, and excellent communication skills. Benefits include paid holidays, comprehensive PTO plan, and health insurance options. Join our team for professional growth and a supportive work environment. Apply now for this meaningful role.
Job Description
Estate Planning Legal Assistant 3.5 3.5 out of 5 stars Boca Raton, FL This is a full-time in-office position The Estate Planning Legal Assistant will work closely with attorneys, paralegals, and clients to support the preparation and execution of estate planning documents, manage scheduling, and ensure a smooth client experience from intake through document signing and beyond.
Compensation:
$22 – $26 per hour experience-based compensation
Responsibilities:
Prepare and format estate planning documents (Wills, Trusts, Powers of Attorney, Advance Directives, etc.) under attorney and lead paralegal supervision. Manage client files and maintain accurate case documentation in the firm’s case management system. Communicate professionally with clients, both in writing and over the phone, to obtain information and provide updates. Assist with document review and proofreading to ensure accuracy and compliance. Organize, assemble, and finalize estate planning binders and materials for client delivery. Ensure signed documents are properly scanned, saved, and filed in the correct format and location. Follow up with clients regarding outstanding documentation or signature requirements. Research county records to prepare deeds, record deeds with the County Clerk, process deeds, and send them to the client. Attend client signings in the capacity of notary public and witness, depending on needs. Perform general administrative tasks as needed to support attorneys and staff.
Qualifications:
1+ years of experience in estate planning or a related legal field. Excellent written and verbal communication skills. Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite and legal document preparation software. Ability to manage multiple tasks in a deadline-driven environment. Experience with legal case management software (Clio, WealthCounsel, LawMatics, or similar) is a plus. Professional demeanor and client-service mindset. About Company The Siegel Law Group, P.A., is a respected South Florida law firm focused on estate planning, elder law, probate, and trust administration. We are committed to providing compassionate, personalized legal service that protects families and preserves legacies. We are currently seeking a detail-oriented and client-focused Estate Planning Legal Assistant to join our growing team.
Benefits:
Paid Holidays Comprehensive PTO Plan Health Insurance and 401(k) options available Disability & Life Insurance coverage Opportunities for professional development and growth Positive and supportive work environment If you thrive on organization and are looking for a meaningful role in a fast-paced legal setting, we invite you to apply and become a valued member of our team at The Siegel Law Group, P.A.
