Probate Paralegal

Probate Paralegal (Trusts & Estates)

Location: Boca Raton, FL • Experience: 3+ years (law firm) • Practice: Probate & Trust Administration

About the Firm

A national, full-service law firm with a robust Trusts & Estates practice serving individuals, families, and closely held businesses. The team handles probate and trust administration, estate planning, tax matters, and related real-property filings across Florida and beyond—delivering client-focused counsel at scale.

Role Overview

We’re seeking a proactive, detail-oriented Probate Paralegal to support a high-volume Trusts & Estates team in Boca Raton. You’ll manage end-to-end probate and trust administration tasks, draft and file pleadings, communicate with clients and courts, and track billable time with precision.

Key Responsibilities

• Provide comprehensive legal support to attorneys across probate and trust administration matters.
• Prepare and e-file probate pleadings and related legal documents; record deeds and other instruments.
• Marshal, inventory, and track estate assets; coordinate distributions and prepare accountings.
• Draft correspondence, engagement documents, and execution/signing packages; maintain organized client files.
• Complete and coordinate IRS filings, including Form 709 (gift tax) and Form 706 (estate tax) .
• Communicate professionally with clients, fiduciaries, financial institutions, and court personnel.
• Enter daily time; generate reports as requested to support billing and matter management.
• Maintain confidentiality and ensure accuracy through careful proofreading and quality control.
• Assist with conference/hearing prep, calendaring deadlines, and other duties as assigned.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Qualifications

• Minimum 3 years of law-firm experience with hands-on probate and trust administration required.
• Strong working knowledge of Florida probate procedures and e-filing.
• Proficiency with Microsoft Office (Word, Outlook, Excel); experience with document management and time-entry/billing systems (e.g., Aderant/Elite or similar).
• Exceptional organization, attention to detail, and ability to manage deadlines in a fast-paced environment.
• Professional, clear written and verbal communication; client-service mindset.
• Notary Public and/or paralegal certificate a plus.

Compensation & Benefits

• Salary: Commensurate with experience.
• Benefits: Comprehensive package.
• Stable work history and verifiable references required.

Ready to Apply?

Submit your resume and a brief note highlighting recent probate/trust administration experience and relevant filings.

EEO Statement

We are an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We value diversity and welcome candidates from all backgrounds.