Paralegal

Job Description

Paralegal – Estate Planning, Probate & Guardianship

Location: Orlando, FL In-Office Position

About The Kaplan Firm

The Kaplan Firm is a boutique law practice in Orlando, Florida, dedicated to helping clients protect what matters most—family, assets, and peace of mind. Led by Attorney Mary Kaplan, a seasoned estate planning and elder law attorney with over 20 years of experience and a background as a Certified Financial Planner, we provide highly personalized and compassionate legal services in estate planning, probate, and guardianship.

We take pride in making a meaningful difference in our clients’ lives. Whether guiding families through the guardianship process or finalizing an estate plan, we bring clarity, care, and a deep commitment to client service in every interaction.

About the Role

We’re seeking a proactive, organized, and client-focused paralegal to support our estate planning, probate, elder law and guardianship practice. In this role, you’ll help keep cases moving forward, support clients and their families, and collaborate with attorneys, referral partners, and outside vendors.

You’ll draft legal documents, manage case files, assist with billing, facilitate communication, and meet directly with clients. If you're looking for meaningful work within a small, close-knit team, this could be a great fit.

Key Responsibilities

Draft estate planning, probate, and guardianship documents using document automation tools

Maintain organized and up-to-date case files

Track time and expenses using practice management and trust accounting software

Manage attorney calendars and ensure deadlines are met

Conduct legal research when needed

Communicate with clients and gather supporting documentation

Coordinate with outside vendors, referral sources, and court systems

Meet with clients in person to review and execute legal documents

Requirements

4+ years of experience as a legal assistant, legal secretary, or paralegal

Experience in estate planning, probate, guardianship, or litigation preferred

Bachelor’s degree or paralegal certificate preferred

Proficiency in Microsoft Word, Excel, and Adobe Acrobat

Strong attention to detail and organizational skills

Excellent written, verbal, and interpersonal communication

Comfortable working with clients and families in sensitive situations

Familiarity with Florida court procedures and e-filing is a plus

Benefits

Salary: $62,500 – $72,500 DOE

Quarterly bonus plan

Health insurance assistance: 50% of employee premium, 25% for dependents

Paid time off and paid holidays

SEP IRA with employer match

CLE reimbursement and paid time for approved attendance

How to Apply

To apply, please submit your resume and a brief cover letter describing your experience and interest in joining The Kaplan Firm.

We will contact candidates whose qualifications most closely match our needs. Thank you for your interest—we look forward to hearing from you!

Full-time