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Estate Planning Paralegal

Location : Crystal River, FL
Job Type : Regular
Reference Code : 11332748
Hours : Full Time
Required Years of Experience : 5
Required Education : High School Diploma or Equivalent
Travel : No
Relocation : No

Job Description :
Estate Planning Paralegal or Legal Assistant  

Our boutique law firm located in Crystal River, Florida is seeking an experienced estate planning paralegal or legal assistant. The ideal candidate should exhibit attention to detail, be a team player, and ability to work in a fast-paced environment. 


  • Communicating with clients Preparing estate planning documents.

  • Communicating with financial institutions and preparing funding documents, setting appointments, manage the calendaring.

  • Assist the lawyers, setting up files, copying, scanning, emailing, overseeing execution of legal documents.  

Work Schedule: Position is full-time, Monday through Friday 8:00 am to 5:00 pm

Salary: DOE. 
Required Qualifications :

  • High School Diploma or GED. 

  • 5 years minimum experience.

  • Recent estate planning experience including familiarity with estate planning documents and general estate planning concepts.

  • Knowledge of Word, Excel and Outlook.

  • Communication skills - both oral and written.

  • Organizational and time management skills. 

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