Benefits:

401(k)

401(k) matching

Company parties

Employee discounts

Paid time off

Zoecklein Law is seeking a skilled Estate Planning Paralegal to support our attorneys with drafting, organizing, and managing estate planning matters. If you are detail-oriented, client-focused, and thrive in a supportive, high-performance environment, we’d love to meet you.

Primary Responsibilities

Draft and prepare estate planning documents, including Wills, Revocable Trusts, Powers of Attorney, Health Care Surrogate designations, Living Wills, HIPAA releases, 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 West Palm Beach location

Professional, supportive, and growth-oriented environment

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

Zoecklein Law P.A. is an equal opportunity and e-verify employer.