Paralegal - Estate Planning and Probate Zoecklein Law - St. Petersburg, FL

Paralegal - Estate Planning and Probate

Full Time • Zoecklein Law - St. Petersburg, FL
Benefits:
  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Paid time off
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.

Primary 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

Qualifications & 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)

Professional Competencies

  • 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

Work Schedule & Environment

  • 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

Compensation & Benefits

Zoecklein Law, P.A. offers a comprehensive and competitive benefits package, including:

  • 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

Equal Opportunity & Employment Verification

Zoecklein Law, P.A. is an Equal Opportunity Employer and values diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable law.

Zoecklein Law participates in the E-Verify program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the United States.
Compensation: $50,000.00 - $70,000.00 per year




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