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:

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

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 .