Experienced Estate Planning Paralegal

Company: Veliz & Associates, PA.
Location: Miami
Posted on: April 20, 2025

Job Description:

Join Our Elite Estate Planning Team in Coral Gables

Are you a detail-oriented, experienced paralegal with a heart for helping others and a concierge-level approach to client service? Do you enjoy working with high-net-worth individuals and take pride in delivering excellence at every touchpoint?



If you're operating at the top of your field and looking for your next rewarding challenge, we'd love to connect with you.



Our prestigious law firm in Coral Gables, FL-serving the greater Miami-Dade area-is seeking a top-tier Estate Planning Paralegal to support our attorneys and provide a white-glove experience to our valued clients.

In this full-time, in-office role, you'll play an integral part in guiding clients through the estate planning process with empathy, professionalism, and expert communication. You'll work closely with attorneys to deliver customized, high-quality legal solutions that reflect our firm's commitment to excellence.



If you thrive in a fast-paced, client-centric environment and are dedicated to exceeding expectations, apply today to join our outstanding team.



Note: Attorneys interested in this role 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 protected family legacies with care and integrity. Our concierge-level service has earned us a trusted reputation in Miami-Dade, and that same commitment extends to our team.



Led by Ana Veliz, we foster a professional, supportive environment where your work is valued and your growth is encouraged through mentorship, training, and real career advancement.



If you're ready to build your legal career with a respected, client-focused firm, we'd love to have you on board.



What We Offer:

Competitive salary commensurate with experience2 weeks of paid vacation annuallyPaid legal holidaysHealth insurance coverageWeekly staff meetings & quarterly office luncheonsAnnual performance reviews with potential salary increasesContinuing education and professional development opportunitiesStrong potential for long-term career growth

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