Estate Planning Professional

6 days ago


Wildwood, Florida, United States Build My Great Team Full time

Job Overview

We are seeking an experienced Estate Planning Professional to join our team at Marshall Law. As a boutique law firm specializing in probate, guardianship, elder law, estate planning, and trust administration, we offer a unique opportunity to work on meaningful cases and make a lasting impact in the lives of our clients.

The ideal candidate will have a minimum of 3+ years of experience as a Probate and Guardianship Paralegal or 5+ years as a Litigation Paralegal, with a strong background in drafting legal documents and managing workflows independently.

We offer a competitive hourly rate of $30-$36, depending on experience, with bonus potential and comprehensive healthcare options, including vision and dental coverage. Our team is passionate about fostering a culture that values dedication, autonomy, and personal growth, ensuring our members thrive professionally and personally.

About the Role

This is a full-time position that involves:

  • Drafting and filing pleadings for formal and summary probate estates, including petitions, inventories, accountings, and distributions.
  • Managing homestead and exempt property claims in accordance with legal requirements.
  • Tracking case progress, meeting deadlines, and ensuring all filings comply with the Florida Probate Code.
  • Acting as a trusted liaison with clients, courts, and other parties to provide updates and resolve inquiries.

Requirements

To be successful in this role, you will need:

  • A minimum of 3+ years of experience in probate, guardianship, trust administration, and estate planning.
  • Strong organizational, analytical, and communication skills with meticulous attention to detail.
  • Proficiency in legal software and Microsoft Office Suite.


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