Paralegal - Estate Planning and Probate

ZOECKLEIN LAW PA•Saint Petersburg, FL

3d•Onsite

About The Position

Estate Planning Paralegal – St. Petersburg Zoecklein Law is seeking a skilled Estate Planning Paralegal to support our attorneys with drafting, organizing, and managing estate planning matters. This position will play an important role in supporting the continued growth of our St. Petersburg office. If you are detail-oriented, client-focused, and thrive in a supportive, high-performance environment, we would welcome the opportunity to meet you.

Requirements

Minimum 2 years of paralegal experience in estate planning or probate (required)
Strong understanding of Florida estate planning documents and drafting standards
Excellent written, verbal, and client-service communication skills
Exceptional attention to detail and ability to manage multiple active matters
Proficiency with Microsoft Office; familiarity with PracticePanther or similar case management systems preferred
Ability to work independently with professionalism and discretion
Florida Notary Public certification (preferred or willingness to obtain)
Strong organizational and time-management skills
High level of accuracy and document quality control
Professional and compassionate client interaction
Ability to anticipate needs and proactively support attorneys
Commitment to confidentiality and ethical standards
Full-time, Monday–Friday
In-office position at our St. Petersburg location
Professional, supportive, and growth-oriented environment
Opportunity to contribute to the continued expansion of our firm
Competitive salary commensurate with experience
Paid Time Off (PTO) and paid firm holidays
Health benefits (medical reimbursement)
Teladoc virtual care access
Professional development and training opportunities
Firm events, team lunches, and employee engagement programs
Opportunities for long-term career advancement within the firm

Responsibilities

Draft and prepare estate planning documents, including Wills, Revocable Trusts, Powers of Attorney, Health Care Surrogate designations, Living Wills, deeds, and related documents
Prepare trust funding materials, assignments, and asset schedules
Coordinate attorney meetings, client consultations, and signing ceremonies
Serve as a consistent and professional point of contact for estate planning clients
Maintain organized digital files within PracticePanther and SharePoint
Track and manage deadlines to ensure timely matter progression
Assist with notarization, witnessing requirements, and post-signing document management
Scan, finalize, and distribute executed estate planning documents
Collaborate with attorneys, intake personnel, billing, and legal assistants to ensure seamless workflow
Ensure compliance with Florida statutes, execution formalities, and firm protocols