Estate & Financial Planning Paralegal

Full Job description

Gulf Coast Law, P.A. is a Naples, FL estate planning and financial planning firm. We're hiring a full-time paralegal to handle client files, financial paperwork, and trust funding for clients.

What You'll Do:

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• Confirm appointments, prep and print meeting binders, and get clients settled and ready for their meetings
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• Manage the case files — physical and digital — for every open matter
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• Collect clients' current financial statements and get them uploaded into our systems
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• Submit information to our planning team
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• Get clients scheduled to review their planning options
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• Walk clients through funding their accounts into their trust, step by step
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• Pull and file Florida deeds directly; coordinate (not draft) out-of-state deeds
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• Track probate cases — mostly document tracking, saving/downloading files, and light coordination
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• Work our dinner seminars — check guests in, schedule follow-ups on the spot
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What We're Looking For:

Required: 2+ years of paralegal, finance or legal support experience

Extremely organized — comfortable owning a filing system, physical and digital

Comfortable with numbers and financial paperwork — reading account statements and gathering documents

Strong follow-through Able to work primarily from our Naples office, full-time Preferred

Estate planning and/or probate experience is a plus, but not required — happy to train the right person

Comfortable handling the administrative side of documents and applications

Comfortable learning new software and CRM tools

How to Apply: Send your resume to ciara@gulfcoastlawpa.com.