Paralegal - Trust and Estates

Established (20+ Years) Estate Planning & Tax Law Firm Seeking Trust and Estates Paralegal in Palm Beach Gardens, FLAn established (20+ years), AV-Rated boutique law firm in Palm Beach Gardens, FL is seeking a Trust and Estates Paralegal with 1-3+ years of experience supporting estate planning, trust and probate administration, and tax matters for high-net-worth clients to join their team onsite. This role offers significant exposure to complex work, strong mentorship, and excellent long-term career growth in a collegial environment where teamwork, organization, and client service are central.

Offer:

Hourly rate: $33-$40+, contingent on experienceComprehensive benefits package, including full medical premium coverage for individuals20 days PTO401(k) with 4% match after one year of employmentOnsite schedule of 8:30am-5:30pm with excellent work/life balanceCollegial boutique environment with strong mentorship and long-term career growth opportunities

Qualifications:

1-3+ years of paralegal experience in trusts and estates, ideally supporting high-net-worth clientsStrong organizational skills, exceptional attention to detail, and the ability to manage multiple complex matters simultaneouslyPolished telephone manner and a professional, customer-focused communication styleAbility to handle matters independently from intake through completion after an attorney's initial client meeting and instructionHands-on experience drafting Revocable Trusts, Durable Powers of Attorney, Healthcare Surrogates, Living Wills, Last Wills and Testaments, and other related estate planning documentsNotary commission, or willingness to obtain one, in order to lead and notarize client document signingsCollaborative approach with the ability to work effectively alongside attorneys, CPAs, financial advisors, and clientsExperience with Amicus Attorney is a plus but not required

Responsibilities:

Meet with clients and family members to gather information and support the planning processTranscribe attorney dictations and prepare related correspondencePrepare and e-record deedsDraft Revocable Trusts, Durable Powers of Attorney, Healthcare Surrogates, Living Wills, Last Wills and Testaments, and other Trust and Estate documentationSet up asset schedules and funding documents to support trust administrationLead client document signings and notarize documents as neededAssist the in-house CPA team with tax return preparation and related compliance workHandle matters independently from A to Z following an attorney's initial meeting and instructionStay organized across multiple active client files and maintain accurate, timely documentation throughout each engagementBenefits