Pay: $60,000.00 - $80,000.00 per year
Why This Is a Great Opportunity
- Make a meaningful impact by helping individuals and families protect their futures and navigate important life transitions.
- Take ownership of estate planning, probate, and trust administration matters from intake through completion.
- Build trusted client relationships while becoming a key part of a close-knit legal team.
- Enjoy a stable, full-time opportunity with long-term growth potential and a professional, client-focused environment.
- Receive a competitive compensation package with benefits including paid time off and a 401(k) plan with matching and profit sharing.
Location : Jupiter, FL — This is a fully on-site opportunity in a professional office environment.
Note: Candidates must have 3+ years of directly relevant estate planning and probate experience.
About Us
We are a client-focused law firm dedicated to helping individuals and families protect what matters most. Our work centers on estate planning, wills, trusts, probate, estate administration, and guardianships, with a strong emphasis on compassionate guidance, personal service, and long-term client relationships. Confidential Employer.
Job Description
- Independently manage estate planning, probate, and trust administration files from the initial client meeting through file closure, with attorney oversight as needed.
- Meet with clients to gather information, understand their needs, and prepare estate planning documents.
- Guide personal representatives, trustees, and beneficiaries through probate and trust administration matters.
- Prepare and e-file probate pleadings and prepare and e-record required documents.
- Maintain consistent client communication, provide status updates, answer questions, and deliver an exceptional client experience.
- Support prospective clients through intake calls, engagement letters, consultation scheduling, and meetings.
- Coordinate multiple matters and deadlines while maintaining accuracy, organization, and attention to detail.
- Collaborate with attorneys and team members to keep matters moving efficiently and provide high-quality legal support.
Qualifications
- 3+ years of experience in estate planning and probate.
- Strong understanding of estate planning, probate, and trust administration processes.
- Ability to independently manage assigned matters with minimal supervision.
- Excellent organization, time management, prioritization, and multitasking skills.
- Strong client service skills with a compassionate and professional approach.
- Excellent verbal and written communication skills.
- Proficiency with Microsoft Office and Outlook.
- Experience with LexisNexis, Lawgic, Simplifile, or TimeSlips is preferred.
Why You Will Love Working Here
You will have the opportunity to do work that genuinely matters while building lasting relationships with clients during some of life's most important moments. We value ownership, professionalism, collaboration, and exceptional client service, and we provide an environment where experienced legal professionals can continue to grow, contribute, and make a meaningful impact.
JPC-1797
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance