Probate/Trust Administration Paralegal

About the role

We're seeking an experienced Probate/Trust Administration Paralegal to join our Altamonte Springs team. This is an excellent opportunity for a seasoned probate and trust professional who is ready to take ownership of matters rather than simply assist with them.

Responsibilities

• Independently manage probate and trust administration matters from file opening through final distribution and closure.
• Prepare probate pleadings, petitions, inventories, notices, accountings, distribution schedules, closing documents, and other routine legal documentation.
• Monitor court requirements, filing deadlines, creditor claims, and case milestones to ensure matters progress efficiently and accurately.
• Gather and organize estate and trust assets and liabilities, and coordinate asset transfers, retitling, liquidations, funding, and distributions.
• Serve as a primary point of contact for clients and fiduciaries, maintaining consistent communication and providing timely status updates.
• Cook up with personal representatives, trustees, beneficiaries, heirs, creditors, accountants, financial advisors, financial institutions, and other third parties.
• Maintain complete, accurate, and organized case files while proactively identifying legal, tax, or fiduciary issues requiring attorney review or guidance.
• Take ownership of assigned matters and maintain high standards of accuracy, professionalism, and client service throughout the administration process.

Requirements

• Minimum of 3+ years of hands-on probate and trust administration experience working within an estate planning, probate, and trust administration law practice required.
• Demonstrated experience independently managing probate and trust administration files from opening through final distribution and closure.
• Strong working knowledge of probate procedures, trust administration, estate settlement, fiduciary responsibilities, and estate and trust accounting concepts.
• Hands-on experience preparing probate court filings, inventories, notices, accountings, distribution documentation, and closing documents.
• Experience coordinating with personal representatives, trustees, beneficiaries, accountants, financial advisors, financial institutions, and other parties involved in estate and trust matters.
• Strong organizational and file-management skills with the ability to manage multiple active matters, prioritize deadlines, and move files forward with minimal supervision.
• Excellent written and verbal communication skills with a strong commitment to responsive, professional client service.
• Highly detail-oriented and self-directed, with strong critical-thinking and problem-solving skills and sound judgment regarding when attorney involvement is necessary.
• Proficiency with Microsoft Office and legal practice management software.

Preferred Qualifications

• 5+ years of experience in probate, trust administration, estate planning, or a closely related practice area.
• Extensive experience handling Florida probate and trust administration matters.
• Paralegal certificate or other relevant legal education or professional credential.
• Advanced experience preparing estate and trust accountings and distribution schedules.
• Familiarity with Florida probate court procedures and electronic filing systems.

Compensation & Benefits

• Annual Salary: $62,400 – $76,960
• Benefits: Paid time off such as PTO, sick days, and vacation days; Health insurance; Life insurance; Retirement benefits or accounts; Healthcare spending or reimbursement accounts, such as HSAs, FSAs, and HRAs; Workplace perks such as recreation activities, food and coffee, and flexible work schedules.

Schedule

Full-time | Monday-Friday | 8:30 AM-5:00 PM