Probate, Estate & Trust Paralegal

Responsibilities

• Prepare and review legal documents for probate proceedings, estate transfers, wills, trusts, and estate administration
• Conduct legal research on probate procedures, Florida statutes, and estate planning best practices
• Manage case files and deadlines using case management systems, and maintain organized, accurate documentation
• Draft legal correspondence, pleadings, agreements, and court filings
• Cook up client interviews, and gather and organize estate and family law documentation
• Research and analyze estate assets, liabilities, and distribution requirements
• Support attorneys in probate litigation and contested estate matters
• Perform data entry and document review, and proofread for accuracy and completeness

Requirements

• Minimum 3+ years probate experience in a law office setting
• Deep knowledge of Florida probate law and estate administration procedures
• Proficiency with legal case management software, such as Clio, LexisNexis, or PCLaw
• Strong writing and legal research skills, with the ability to draft court documents
• Excellent organizational skills and the ability to manage multiple cases simultaneously
• Attention to detail in proofreading and document organization
• Effective client communication and interviewing skills
• Ability to work independently with minimal supervision

Preferred

• Experience with family law matters involving estate planning or probate components
• Familiarity with trust administration and fiduciary accounting
• Experience managing contested probate or estate litigation

Benefits

• 401(k) with company match
• Health insurance
• Health Care Flexible Spending Account (FSA)
• Life insurance
• Short-term and long-term disability insurance
• Education course reimbursement
• Paid time off (PTO)
• Paid holidays