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Paralegal- Estate Planning

SNI Companies
Jacksonville, FL Full Time
POSTED ON 1/20/2025
AVAILABLE BEFORE 4/18/2025

Estate Planning and Probate Paralegal

Location : JTB and Hodges, Jacksonville, FL

Why Join Our Client's Team?

  • Competitive salary based on experience.
  • Supportive, client-centric culture with a focus on professionalism and empathy.
  • Work-life balance : 9 : 00 AM-4 : 30 PM schedule, Monday-Friday.
  • Opportunity to engage in meaningful, sophisticated work alongside talented colleagues.

About Our Client :

Our client is a well-established and respected law firm specializing in estate planning and probate. They've built a reputation for exceptional service, managing over 1,000 clients through a flat-fee structure. With a collaborative, client-focused approach, the firm fosters a supportive work environment where team members can thrive professionally and personally.

Key Responsibilities :

  • Review and assess legal and financial documents.
  • Draft estate planning documents with precision and accuracy.
  • Analyze trusts and prepare detailed trust accountings.
  • Prepare initial drafts of trust- and estate-related tax returns.
  • Compile and organize large volumes of documentation using Adobe or similar tools.
  • Cultivate and maintain strong relationships with clients and professional partners.
  • Coordinate and manage legal, tax, and financial documentation.
  • Handle confidential information with tact, discretion, and sound judgment.
  • Work independently to meet deadlines while managing multiple priorities.
  • Collaborate with team members and provide support on projects as needed.

    • Requirements :

  • Minimum of 2 years of related experience.
  • Experience compiling and organizing large volumes of documentation in Adobe or similar software.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively in a fast-paced environment.

    • This is a unique opportunity to work with a firm that values its employees and its clients equally. You'll be part of a team that leads with heart and delivers exceptional, sophisticated work in estate planning and probate law.

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    Job Snapshot

    Employee Type Full-Time

    Location Jacksonville, FL (Onsite)

    Job Type Strategy - Planning

    Experience Not Specified

    Date Posted 01 / 16 / 2025

    Job ID 387774

    Remote No

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