Estate Planning Paralegal
Capstone Search PartnersJacksonville, Florida, United States • Miami, Florida, United States • Coral Gables, Florida, United States
Posted October 23, 2025
Full Time
About the Company
Capstone Search Partners is a national staffing firm that specializes in legal, accounting & finance, engineering, and administrative recruitment. Leveraging an entrepreneurial mindset, the firm delivers honest, tailored talent-acquisition solutions that match high-quality candidates with exceptional opportunities. Their core value lies in building lasting partnerships, helping both clients and candidates achieve meaningful career growth and organizational success. With a focus on integrity, expertise, and a commitment to realizing individual aspirations, Capstone Search Partners stands out as a trusted partner in the recruitment industry.
Job Description
We’re looking for a detail-driven Estate Planning Paralegal to join our legal team, supporting attorneys by preparing estate planning documents and communicating with clients.
Requirements
- Draft estate planning documents including wills, trusts, powers of attorney, and advance healthcare directives
- Manage client intake and maintain regular communication throughout the planning process
- Organize and maintain case files and document templates
- Coordinate document signings, notarizations, and witness arrangements
- Prepare asset schedules and funding documents (e.g., trust funding letters, deed transfers)
- Conduct legal research as needed to support planning strategies
- Track deadlines and ensure all documents are properly filed and executed
- Work closely with attorneys to customize plans based on each client’s needs
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan