Estate Planning & Probate Paralegal

A Jobot Job hosted by Jake Vogel.

About us

We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida. Our office provides a wide variety of services including Real Estate, Litigation, and Estate Planning. We believe it is very important to understand the tenets that we follow in our relationships with our clients. These tenets are how we want to be judged and what we want used as criteria in selecting us for legal representation. We hold ourselves to the highest standards of our profession. Our goal is to continually demonstrate the Firm’s capabilities and experience, and to build and maintain trust between our clients and us. The only result that we will accept is the one that our clients expect us to deliver.

Why join us?

• Profit Sharing Plan
• 401K
• Excellent Health Benefits
• Mentorship & Growth
• Free Parking
• Employee Assistance Program
• And much more!

Responsibilities

• Assist attorneys with all phases of estate planning, probate administration, and trust administration matters.
• Prepare estate planning documents, including:
  • Revocable and irrevocable trusts
  • Wills
  • Durable powers of attorney
  • Healthcare surrogate designations
  • Living wills and related documents
• Draft and prepare probate pleadings, petitions, notices, inventories, accountings, and supporting court filings.
• Coordinate and manage probate and trust administration matters from opening through closing.
• Prepare and electronically file documents with Florida courts.
• Gather, organize, and maintain estate and trust asset information.
• Communicate regularly with personal representatives, trustees, beneficiaries, financial institutions, accountants, and other professional advisors.
• Assist with estate funding, asset transfers, and beneficiary designations.
• Manage attorney calendars, deadlines, and court requirements.
• Conduct factual research and assist with client intake and estate administration procedures.
• Ensure compliance with firm procedures and applicable probate court rules.

Requirements

• Minimum of 3+ years of estate planning and probate paralegal experience, preferably in a Florida law firm.
• Required experience handling Florida probate administrations.
• Strong knowledge of probate court procedures, estate administration, and trust administration.
• Experience drafting probate pleadings and estate planning documents.
• Familiarity with Florida e-Filing requirements and probate court systems.
• Proficiency in Microsoft Office Suite and legal practice management software.
• Exceptional organizational, communication, and client service skills.
• Ability to manage multiple matters and deadlines in a fast-paced environment.

Qualifications

• Paralegal certificate preferred, but equivalent experience will be considered.
• Experience with taxable estates, trust funding, and advanced estate planning matters.
• Familiarity with fiduciary accounting and estate asset administration.
• Experience working with high-net-worth individuals and families.

Pay

$60,000 - $75,000 per year