Estate Planning Legal Assistant/Secretary

Job Opportunity: Estate Planning Legal Assistant / ParalegalLocation: Boca Raton, FLFirm: Ellis Law GroupTeam: 6 Attorneys | 14 Support StaffPractice Area: Estate Planning & Trust AdministrationSalary Range: $50,000 - $65,000 annually, commensurate with experienceEllis Law Group is one of South Florida's premier estate planning law firms. Our collaborative approach means each client benefits from the diverse expertise and dedication of our entire legal team. We are currently seeking a Legal Assistant or Paralegal with experience in estate planning to join our Boca Raton office.This position offers a chance to work directly with seasoned attorneys in a collegial environment that values client service, teamwork, and professional development.Key Responsibilities:Draft and edit estate planning documents, including Wills, Trusts, Powers of Attorney, and Health Care DirectivesAssist with client communication, scheduling, and case managementMaintain and organize client files and prepare meeting materialsSupport trust funding and asset alignment processesCollaborate with financial advisors, CPAs, and fiduciaries as neededAssist with trust and estate administration tasks, including document preparation and court filingsQualifications:Minimum 3 years of experience in estate planning or probate/trust administration preferredProficiency in preparing legal documents and understanding of Florida estate planning lawsHighly organized with excellent attention to detailStrong written and verbal communication skillsAbility to manage deadlines and coordinate across multiple attorneysFamiliarity with Microsoft Office, document management systems, and legal billing platformsPrior experience with CLIO practice management software and Interactive Legal for document drafting strongly preferredProfessional, team-oriented, and client-focused demeanorWhy Join Ellis Law Group?Work in a boutique firm that emphasizes collaboration, quality, and client relationshipsCompetitive compensation and benefits including: Retirement plans, Health Insurance along with employee contributions towards: Life Insurance, Disability, Dental and Visions PlansBeautiful office location in Boca RatonSupportive team and leadership committed to your professional growthOpportunities for continuing educationFirm offers: Retirement Plan, Full Health Insurance a

Created: 2025-05-22