Paralegal – Probate and Medicaid Planning
JAN 2027 Targeted Start Date
Location: Boca Raton, Florida
Practice Area: Estate Planning, Elder Law, Special Needs Planning, Probate & Trust Admin
Position Type: Full-Time
About the Role
Do you want to make a difference in the lives of your clients and their families? Are you a paralegal that enjoys getting to know your clients, learning about their family dynamics, and working with them to give them a customized plan to develop a plan to create security, peace of mind, and addresses their life position and goals with safety and dignity? If you can answer yes to all these questions and are organized, efficient, detail-oriented, and compassionate, we want you to join our team!
We are seeking a compassionate and organized Paralegal to join our growing practice. This role is ideal for a motivated, yet patient paralegal who thrives in a fast-paced, client-focused environment and can independently manage estate planning client matters focusing on drafting and signing with great attention to detail and the ability to work with our elderly clientele.
The ideal candidate has strong technical knowledge in estate planning, excellent drafting skills, and hands-on experience using modern legal technology platforms to manage client relationships, workflows, and document preparation. Interest in learning Medicaid Planning and Special Needs Planning is a plus.
We are looking for someone that wishes to grow with our firm, and is kind, organized and efficient and wishes to be rewarded for those skills. The position is in person, and the successful candidate should live within commuting distance of Boca.
- Handle brief intake calls with prospective clients to ensure that the firm is a good fit.
- Handle Probate Admin matters from start to finish
- Maintain accurate matter tracking, workflow management, and follow-up using Clio CRM and case management systems
- Ensure files are organized, compliant, and progressing efficiently from engagement through signing and funding
Qualifications
- Paralegal certificate or commensurate experience
- 3+ years of Probate Admin and Medicaid planning experience
- Demonstrated experience using Clio CRM or similar case management software
- Strong ability to independently manage files and client matters with minimal supervision
- Excellent drafting, analytical, organizational, and communication skills
- Experience with the elderly, disabled, and their families is a plus, as is the desire to learn Elder Law and know Medicaid Planning
- Professional, client-service-oriented demeanor
Preferred Qualifications
- Experience with estate planning, probate and trust administration
- Ability to improve workflows and office efficiency
What We Offer
- Competitive salary based on experience and bonus opportunities based on production, accuracy, and efficiency
- 401(k) with a match and retirement benefits after one year
- CLE and professional development stipend for agreed upon CLEs
- Collaborative and entrepreneurial work environment
- Opportunity for advancement and leadership growth
REF#16982