Paralegal/Legal Assistant- Probate, Trust, & Estate Planning
Paralegal / Legal Assistant – Estate Planning & Probate/Trust Settlement
Location: Tampa Bay Area, Florida (In-Person)
Employment Type: Full-Time
About Us:
Generation Trust Law Group is a growing, multi-state estate planning and estate settlement law firm with a collaborative, client-centered approach. Our Tampa office serves clients throughout Florida, providing thoughtful legal guidance during important life and legacy planning moments.
Position Overview:
We are seeking a skilled Paralegal or Legal Assistant to support attorneys and clients in both estate planning and estate administration matters.
Key Responsibilities:
Draft estate planning documents and correspondence from attorney templates and notes
Prepare and manage estate settlement and probate matter files
Collect, organize, and maintain client information and supporting documentation
Enter and update client and matter data in our CRM and case management systems
Communicate with clients professionally via phone, email, and in person
Schedule appointments and coordinate client meetings
Track deadlines and ensure timely follow-up on open matters
Assist attorneys with general case preparation and administrative support
Qualifications:
Prior experience as a paralegal or legal assistant preferred
Experience in estate planning, probate, or trust administration strongly preferred
Strong drafting and document preparation skills
Proficiency in Microsoft Office (Word, Outlook, Excel)
Experience using CRM or legal case management software
Excellent written and verbal communication skills
High attention to detail and organizational ability
Professional, client-service-oriented demeanor
Why Join Us:
Supportive, team-oriented environment
Opportunity to work in a growing multi-state firm
Meaningful client-centered practice area
Competitive compensation based on experience
Benefits
Flexible schedule (full-time or part-time available)
Paid Time Off (PTO)*
401(k) with employer match*
Health insurance*
Supportive and collaborative team culture
Meaningful, client-centered work
Growth opportunities in a multi-state firm
To Apply:
Submit your resume through Indeed. A brief cover letter is encouraged but not required. Be sure to include your preferred email address on your resume. We look forward to hearing from you!
*available for full-time team members
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
Health insurance
Life insurance
Paid sick time
Paid time off
Professional development assistance
Retirement plan
Work Location: In person