Paralegal

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!