Paralegal, Probate, Trust & Administration
Job Description
Job Description
Key Responsibilities
- Manage probate and trust administration files, including drafting and filing pleadings and court documents, inventories, notices, accountings, and related correspondence.
- Support fiduciary litigation, including drafting/formatting pleadings, assisting with discovery, deposition preparation, and hearing/trial binders.
- Coordinate e-filing and service; track and calendar deadlines, hearings, and case milestones.
- Communicate professionally with clients, opposing counsel, courts, and vendors; coordinate scheduling and logistics.
- Assist with exhibits, cite-checking, and document production; maintain confidentiality and privilege protocols.
- Support administration workflows, including asset marshaling, beneficiary communications, and distribution tracking.
Qualifications
- Three to five years of paralegal experience.
- Support administration workflows, including asset marshaling, beneficiary communications, and distribution tracking.
- Proficiency with e-filing systems and applicable court rules/procedures.
- Strong document management skills; proficiency with Microsoft 365 and PDF tools.
- Excellent organization, attention to detail, and deadline management.
- Professional written and verbal communication skills.
- Ability to handle sensitive and confidential information.
Preferred Qualifications
- Bachelor’s degree and/or ABA-approved paralegal certificate (or equivalent).
- Experience with Florida probate procedures and local e-filing platforms.
- Familiarity with discovery/case management tools and secure client portals/data rooms.
- Experience preparing fiduciary accountings and working with trust/estate tax documentation.
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