Estate Planning Specialist

6 days ago


Naples, Florida, United States Safe Harbor Law Firm Full time
Job Overview

We are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team at Safe Harbor Law Firm. The ideal candidate will have 3+ years of experience in estate planning, probate, and trust administration, with excellent research skills and strong verbal and written communication skills.

Responsibilities
  • Act as liaison between attorney and client
  • Process inquiries pertaining to Estate Planning, Medicaid, Funding, Probate, and Trust Administration
  • Ensure that case-related documents are well organized and available for review
  • Conduct legal research when necessary
  • Provide general administrative support
  • Communicate with clients
  • Attend or host in-take meetings with clients
  • Maintain and update documentation
Requirements
  • Certification or Associates Degree as a Paralegal
  • Familiarity with legal procedures, terminology, and the court system
  • Strong verbal and written communication skills
  • Highly organized with document management experience
  • Excellent research skills
  • Comfortable Microsoft Office and case management software
  • Ability to multitask and work well under pressure
  • Extremely organized and detail oriented
  • Estimated Salary: $60,000 - $80,000 per year


  • Naples, Florida, United States Top Tier Reps LLC Full time

    Job OverviewWe are seeking an experienced Estate Planning Specialist to join our team at Top Tier Reps LLC in Naples, Florida.About the RoleThis is a unique opportunity to work on complex estate planning strategies for high-net-worth clients. The ideal candidate will have a strong background in trusts and estates law, with experience in drafting...


  • Naples, Florida, United States The Phoenix Group Full time

    The Phoenix Group is hiring an Estate Planning Support Specialist to join their team in Naples, FL.About the RoleThis position requires at least 1–2 years of legal secretarial experience, preferably in trusts and estates.You will work closely with the estate planning team to prepare and distribute documents, handle client correspondence, and respond to...


  • Naples, Florida, United States Pinnacle Real Estate Marketing Full time

    About the RoleWe are seeking a highly motivated and skilled Creative Real Estate Media Specialist to join our team at Pinnacle Real Estate Marketing. As a key member of our team, you will be responsible for capturing high-quality media content for properties in Florida and Hawaii.


  • Naples, Florida, United States Dean Mead Full time

    Job OpportunityWe are seeking a highly skilled Associate Attorney with 0-5 years of experience in estate planning and administration to join our Estate and Succession Planning Group at Dean Mead.The ideal candidate will have the opportunity to work with an experienced team of attorneys representing over 100 years of combined experience, focusing on...


  • Naples, Florida, United States Build My Great Team Full time

    About UsAt Build My Great Team, we are seeking an experienced Estate Planning Professional to join our team. This is a unique opportunity for someone who is passionate about helping individuals and families plan for their financial future.The ideal candidate will have a minimum of 5 years' experience in estate planning and probate administration. They will...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    About the Role:    As an Estate Planning, Probate & Trust Administration Paralegal at the Safe Harbor Law Firm, you will have the opportunity to work with a dynamic team to support our clients' needs in estate planning, probate, and trust administration. In this role, you will be responsible for assisting the founding and lead attorney in all phases of...


  • Naples, Florida, United States Dean Mead Full time

    Estate Planning Career OpportunityWe are seeking a talented Associate Attorney to join our Estate and Succession Planning Group at Dean Mead. As an experienced estate planning professional, you will have the opportunity to work with a team of seasoned attorneys, focusing on estate planning, estate and trust administrations, tax controversies, and estate and...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    Job OverviewWe are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to provide support to our founding and lead attorney.Responsibilities:Act as liaison between attorney and clientProcess inquiries pertaining to Estate Planning, Medicaid, Funding, Probate, and Trust AdministrationEnsure that case-related documents are well...


  • Naples, Florida, United States Garcia Legal Search, LLC Full time

    We are seeking a Trusts and Estates Attorney to join our team at Garcia Legal Search, LLC in Naples, Florida. This role requires a minimum of 7-10 years of experience in trusts and estates law, with a deep understanding of estate planning, trust administration, and probate matters.Job DescriptionThe successful candidate will have a strong track record of...


  • Naples, Florida, United States Dean Mead Full time

    About UsDean Mead is a prominent, mid-sized law firm with offices throughout Florida, offering a collaborative and client-focused work environment.Job Description:We are looking for an experienced Associate Attorney to join our Estate and Succession Planning Group. The ideal candidate will have 0-5 years of experience in estate planning and administration,...


  • Naples, Florida, United States DAVID SIMMONS Full time

    Company OverviewWe are a boutique trusts and estates law office seeking a highly organized and detail-oriented individual to support our team. Our firm provides personalized service to our clients, and we are committed to excellence in all aspects of our practice.


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    Job Overview:    The Safe Harbor Law Firm is seeking a highly skilled Estate Planning, Probate & Trust Administration Paralegal to provide support to our founding and lead attorney. In this role, you will assist in all phases of the estate planning process, including probate and trust administration.Responsibilities:    Act as liaison between...


  • Naples, Florida, United States WELSH COMPANIES FLORIDA Full time

    Job DescriptionWelsh Companies Florida seeks a highly skilled Real Estate Financial Specialist to join our team.The successful candidate will be responsible for financial planning, analysis, and reporting.Salary: $62,000 - $75,000 per annum.Key TasksDevelop and implement financial strategies.Analyze financial performance and provide recommendations.Manage...


  • Naples, Florida, United States The Gogan Team Full time

    Job Title: Real Estate Photography SpecialistSalary Range: $40,000 - $50,000 yearly in SW Florida.About the RoleThe Gogan Team is seeking a skilled Real Estate Photographer to produce high-quality visual content for residential properties and promotional videos. As a key member of our team, you will be responsible for capturing stunning images and videos...


  • Naples, Florida, United States Safe Harbor Law Firm Full time

    The Safe Harbor Law Firm is a reputable law firm seeking an experienced Estate Planning, Probate & Trust Administration Paralegal to join our team. As a Paralegal in this role, you will be responsible for providing support to our founding and lead attorney, assisting in all phases of the estate planning process, including probate and trust administration.The...


  • Naples, Florida, United States The Gogan Team Full time

    About the RoleWe are seeking a highly motivated and resourceful Real Estate Buyer Specialist to join our dynamic team in Naples, FL. As a key member of our team, you will be responsible for collaborating with licensed real estate agents, building lasting relationships with clients, and driving sales performance.Key Responsibilities:Absorb knowledge and...


  • Naples, Florida, United States ListingNaples Full time

    Job DescriptionYou will be working as a Real Estate Career Development Specialist with our top-producing real estate team at ListingNaples. In this role, you will have the opportunity to maximize your brokerage opportunities and develop a successful real estate career.


  • Naples, Florida, United States The Gogan Team Full time

    Grow your real estate career with The Gogan Team in Naples, FL. As a Real Estate Listing Specialist, you'll work closely with property listings and sellers to deliver exceptional results.Salary:$100,000+This role suits individuals with 1-4 years of real estate experience, coupled with comprehensive training. We're looking for someone who's passionate about...


  • Naples, Florida, United States The Gogan Team Full time

    Job ResponsibilitiesWe are seeking a motivated and skilled Real Estate Buyer Specialist to join our team in Naples, Florida. As a member of our team, you will be responsible for engaging with potential leads, drafting sales contracts, and building lasting relationships with clients. You will also have the opportunity to gain practical experience in the real...


  • Naples, Florida, United States The Gogan Team Full time

    About The Gogan TeamThe Gogan Team is a dynamic and supportive real estate team based in Naples, Florida. Our team is dedicated to helping licensed real estate agents achieve their career goals and succeed in the competitive real estate market.