What are the responsibilities and job description for the Experienced Estate Planning Paralegal position at Ledbetter Cowan Law Group?
Are you a detail-oriented and experienced Estate Planning Paralegal looking for a dynamic role in a well-established law firm? If you thrive in a client-focused, team-oriented environment, manage your task list efficiently, and take pride in being a self-starter with a strong conscience and keen attention to detail, we want to hear from you!
Why Join Ledbetter Cowan Law Group?
We offer a collaborative and supportive work environment with competitive benefits designed to support your professional and personal growth:
- Competitive Compensation: $55,000 - $65,000 per year
- Quarterly performance-based bonuses
- Health Benefits Stipend
- Dental & Vision Insurance
- Life Insurance
- 401(k) with Matching Contributions
- Generous Paid Time Off: 16 PTO days 10 paid holidays
- Flexible Hours: Maintain work-life balance while meeting client needs
- Team Building Activities & Lunches
- Continuing Legal Education (CLE) Paid: Keep up-to-date with industry standards at no cost to you.
$55,000 - $65,000 yearly
Responsibilities:- Legal Document Drafting & Preparation:
- Draft and review Wills, Trusts, Advance Directives, and Correspondence
- Client Communication & Case Management
- Maintain accurate client records using CRM software
- Track case deadlines and ensure efficient workflow
- Accurately track and enter billable time
- Assist with client invoicing
- 3-5 years of experience in Estate Planning, Trust administration, Probate, or related legal fields
- Paralegal Certificate from an ABA-approved program (preferred)
- Strong knowledge of Florida Estate Planning, Probate, and Trust administration laws
- Proficiency in legal practice management software (CRM experience preferred)
- Advanced skills in Microsoft Office (Word, Excel, Outlook, Adobe Acrobat)
- Familiarity with timekeeping software and billable hours tracking
- Exceptional legal writing and research skills
- Ability to handle sensitive client information with discretion
- Strong organizational and time-management skills
- Excellent verbal and written communication skills
- Self-motivated with the ability to work independently
- Ability to multitask, prioritize deadlines, and work efficiently under pressure
- Familiarity with Trust funding procedures and asset transfers
- Experience working with financial institutions regarding estate matters
- Attention to detail and ability to spot inconsistencies in legal documents
- Ability to work collaboratively with attorneys and support staff
Ledbetter Cowan Law Group, a boutique law firm specializing in Estate Planning, Probate, Trusts, and Real Estate Law is based in downtown Venice, FL. We proudly serve clients throughout Sarasota, Manatee, and Charlotte Counties. Our firm values integrity, professionalism, and exceptional client service.
Please note: This is an on-site position with no remote work available.
Salary : $55,000 - $65,000
