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Estate Planning Drafting & Signing Paralegal

Safe Harbor Law Firm

Naples, FL

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JOB DETAILS
SKILLS
Attorney, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Customer Training, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Estate Planning, Health Insurance, Healthcare, Legal, Logistics, Microsoft Office, Organizational Skills, Paralegal, Plan Meetings, Probate, Time Management, Word Processing
LOCATION
Naples, FL
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off

Drafting & Signing Paralegal (Estate Planning & Elder Law) 


Job Summary


Since 2017, Safe Harbor Law Firm has established itself as a premier estate planning and elder law firm serving Southwest Florida families. Our reputation is built on referral relationships, outstanding client service, expert legal advice, and clear solutions that protect our clients’ legacies. Our mission is to educate and assist clients to protect their assets and put their estate plan in place—empowering families for generations. 


We are seeking a detail-oriented, empathetic, and highly organized Drafting & Signing Paralegal to support our Estate Planning and Elder Law practice. This role focuses on drafting estate planning documents, managing deadlines, maintaining firm forms and templates, and supporting client signing meetings, including will plans, revocable trust signings, and irrevocable trust signings. 


Position Summary


The Drafting & Signing Paralegal personally and professionally supports the Firm’s mission by creating, managing, and maintaining drafting and word processing for estate planning matters. This includes drafting trusts, wills, health care documents, powers of attorney, deeds, and related correspondence using Firm-approved templates and processes. 


The paralegal works collaboratively with attorneys and the client services team to ensure documents are accurate, prepared on time, and ready for execution. All Firm employees must maintain strict confidentiality regarding clients, Firm interests, and internal operations. 


Key Responsibilities 


Estate Planning Drafting & Document Production 


Draft wills, revocable trusts, irrevocable trusts, powers of attorney, health care surrogate/designation documents, and deeds using Firm-approved templates and drafting systems 
Prepare documents that are complete, internally consistent, and ready for attorney review 
Accurately incorporate attorney edits and finalize documents efficiently 
Maintain and update internal drafting templates and Firm forms as assigned 


Signing Preparation & Execution Support 


Prepare estate planning documents for client signing meetings, including will plans, revocable trust signings, and irrevocable trust signings 
Assemble complete signing packets in correct order and format 
Coordinate internally to ensure all documents are ready and correct prior to scheduled signing meetings 
Attend client signings as needed and assist with document witnessing and execution logistics 
Ensure all documents are properly signed and completed 
Support a calm, professional, and organized signing experience for clients 


Workflow, Deadlines & Systems 


Calendar drafting and signing-related work to ensure deadlines are met 
Enter and maintain client information, document status, and notes in the Firm’s systems 
Follow drafting SOPs, file-naming conventions, and quality-control standards consistently 


Team & Firm Culture 


Participate in required firm meetings and provide status updates as requested 
Complete projects and tasks assigned by attorneys within established timeframes 
Uphold the Firm’s core values, confidentiality standards, and commitment to exceptional client service 


Qualifications 


3–5 years of experience drafting estate planning documents 
Excellent attention to detail and document accuracy 
Strong organizational and time-management skills 
Professional, client-facing communication skills 
Comfortable working in Microsoft Office and learning legal software systems 


Preferred 


Notary public or willingness to obtain and maintain notary status 
Experience attending or supporting estate planning signing meetings 
Exposure to probate or trust administration drafting helpful but not required 


How to Apply 


Please submit your resume along with a brief note describing your estate planning drafting and signing experience, including whether you currently hold a notary commission. 
 

About the Company

S

Safe Harbor Law Firm

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