What are the responsibilities and job description for the Estate Planning Legal Assistant/Paralegal position at Ellis Law Group, P.L.?
Job Opportunity: Estate Planning Legal Assistant / Paralegal
Location: Boca Raton, FL
Firm: Ellis Law Group
Team: 6 Attorneys | 14 Support Staff
Practice Area: Estate Planning & Trust Administration
Salary Range: $55,000 - $85,000 annually, commensurate with experience
Ellis Law Group is one of South Florida’s premier estate planning law firms. Our collaborative approach means each client benefits from the diverse expertise and dedication of our entire legal team. We are currently seeking a Legal Assistant or Paralegal with experience in estate planning to join our Boca Raton office.
This position offers a chance to work directly with seasoned attorneys in a collegial environment that values client service, teamwork, and professional development.
Key Responsibilities:
- Draft and edit estate planning documents, including Wills, Trusts, Powers of Attorney, and Health Care Directives
- Assist with client communication, scheduling, and case management
- Maintain and organize client files and prepare meeting materials
- Support trust funding and asset alignment processes
- Collaborate with financial advisors, CPAs, and fiduciaries as needed
- Assist with trust and estate administration tasks, including document preparation and court filings
Qualifications:
- Minimum 3 years of experience in estate planning or probate/trust administration preferred
- Proficiency in preparing legal documents and understanding of Florida estate planning laws
- Highly organized with excellent attention to detail
- Strong written and verbal communication skills
- Ability to manage deadlines and coordinate across multiple attorneys
- Familiarity with Microsoft Office, document management systems, and legal billing platforms
- Prior experience with CLIO practice management software and Interactive Legal for document drafting strongly preferred
- Professional, team-oriented, and client-focused demeanor
Why Join Ellis Law Group?
- Work in a boutique firm that emphasizes collaboration, quality, and client relationships
- Competitive compensation and benefits including: Retirement plans, Health Insurance along with employee contributions towards: Life Insurance, Disability, Dental and Visions Plans
- Beautiful office location in Boca Raton
- Supportive team and leadership committed to your professional growth
- Opportunities for continuing education
- Firm offers: Retirement Plan, Full Health Insurance a
Salary : $50,000 - $85,000