Safe Harbor Law Firm

Job Description Job Description 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.