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Estate Planning Paralegal Specialist

2 weeks ago


Coral Gables, Florida, United States Veliz & Associates, PA. Full time

We are seeking a skilled and experienced paralegal to join our team in Coral Gables, FL. As an Estate Planning Paralegal Specialist, you will play a crucial role in guiding clients through the estate planning process with expertise, empathy, and top-tier communication.

Our esteemed law firm, Veliz & Associates, P.A., is dedicated to protecting family legacies and assets. We prioritize white-glove client care, ensuring a seamless and personalized experience at every step.

About the Role
  • Deliver exceptional client service, ensuring a positive experience throughout the estate planning process.
  • Establish and nurture strong relationships with clients through regular communication.
  • Field face-to-face meetings, including design, drafting, and closing.
Requirements
  • 5+ years of experience in trust and estate planning.
  • Bilingual proficiency in English and Spanish is required.
  • Paralegal certification is a strong plus.