Experienced Estate Planning Paralegal

Company: Veliz & Associates, PA.
Location: Miami
Posted on: April 4, 2025

Job Description:

Are you a meticulous and experienced paralegal with a passion for helping others? Do you have a concierge mindset and feel comfortable working closely with high-net-worth individuals?



Are you at the top of your game and eager for a new challenge?



If so, we want to hear from you!



Our esteemed law firm, specializing in estate planning, is seeking a highly skilled paralegal to provide exceptional service to our clients while collaborating with attorneys to deliver tailored estate planning solutions.



In this role, you will play a crucial part in guiding clients through the estate planning process with expertise, empathy, and top-tier communication. We prioritize white-glove client care, ensuring a seamless and personalized experience at every step.



This is a full-time, in-office position in Coral Gables, FL serving the greater Miami area. If you thrive in a high-level, client-focused environment and are committed to exceeding expectations, we invite you to apply today!



*Attorneys are welcome to apply.

Responsibilities:
--- Deliver exceptional client service, ensuring a seamless and positive experience throughout the estate planning process.
--- Establish and nurture strong, trusting relationships with clients through regular communication.
--- Field face-to-face meetings including design, drafting, and closing.
--- Draft estate planning and administration documents with precision and attention to detail.
--- Handle client and financial institution calls with professionalism and discretion.
--- Proactively manage workloads, prioritizing tasks to meet deadlines and exceed expectations.
--- Consistently achieve key performance metrics, including data management and binder preparation.

Qualifications:
--- 5+ years of experience in trust and estate planning.
--- Bilingual proficiency in English and Spanish is required.
--- Paralegal certification is a strong plus.
--- Strong attention to detail with the ability to prepare and review legal documents with accuracy.
--- Exceptional time management and organizational skills.
--- Strong problem-solving skills with a proactive, resourceful approach.
--- Dependability, professionalism, and the ability to take initiative.
--- Proficiency in Microsoft Office applications, including Outlook, Word, and Excel.


If you are a dedicated Estate Planning Paralegal looking for a firm that values your expertise and fosters professional growth, we encourage you to apply today!

About Company:
Why Join Us?

For over 35 years, Veliz and Associates, P.A. has been dedicated to protecting family legacies and assets. Our concierge-level client approach has earned us a reputation for excellence and client satisfaction.

When you join our team, you become part of a respected and growing firm known for its integrity, professionalism, and commitment to employee success. We offer a collaborative, supportive culture where your contributions are valued, along with ongoing training, mentorship, and career advancement opportunities.

Benefits and Perks:

Competitive salary2 weeks' paid vacation annuallyPaid legal holidaysHealth insuranceWeekly staff meetings & quarterly office luncheonsAnnual performance reviews with salary increase potentialContinuing education opportunitiesStrong potential for career growthSmall, pleasant office environment with a business casual vibeConvenient location with parking in a local garage

Keywords: Veliz & Associates, PA., Fort Lauderdale , Experienced Estate Planning Paralegal, Legal , Miami, Florida