Paralegal

Probate and Trust Administration Paralegal

Bradenton, FL

$55,000 - $65,000 annually, depending on experience

Temp-to-hire opportunity

Job Overview:

We are seeking an experienced Probate and Trust Administration Paralegal to join a reputable law firm in Bradenton, FL. This role requires in-depth knowledge of Florida probate and trust administration procedures , court filings, and fiduciary support. The ideal candidate will be detail-oriented, proactive, and able to manage multiple cases while supporting attorneys, personal representatives, and trustees.

Key Responsibilities:

Estate Administration (Probate):

• Draft probate pleadings, including petitions, notices, and orders
• File documents with Florida circuit courts via the e-portal or in person
• Track and manage statutory deadlines for creditor notices, filings, and returns
• Support personal representatives in meeting legal obligations
• Collect, inventory, and value estate assets
• Publish notices to creditors and review claims
• Prepare probate inventories and accountings
• Assist in preparing documents for estate distributions

Trust Administration:

• Guide successor trustees through legal duties and requirements
• Draft and serve statutory trust notices to beneficiaries
• Facilitate retitling of trust assets (real estate, accounts, policies)
• Prepare trust accountings for beneficiaries
• Oversee trust distributions in accordance with trust documents

Tax & Financial Coordination:

• Assist with IRS filings such as Form 56 (under attorney supervision)
• Coordinate with CPAs and financial advisors for tax reporting and asset transitions

Legal Research & Documentation:

• Conduct research on Florida probate and trust laws
• Draft legal correspondence, waivers, consents, deeds, and releases
• Coordinate with title companies for real estate transfers

Client Communication & Support:

• Serve as a liaison between attorneys, clients, and beneficiaries
• Answer questions related to the probate/trust process (non-legal advice)
• Maintain confidentiality and professional standards

Administrative Support:

• Manage and organize electronic and physical client files
• Track hearing dates, filing deadlines, and key milestones
• Assist with billing and track billable hours

Qualifications:

• Minimum 3 years of experience in Florida probate and trust administration
• Strong understanding of Florida estate law, homestead provisions, and court rules
• Familiarity with estate planning tools (e.g., WealthCounsel, ElderDocx, HotDocs)
• Excellent communication, organization, and proofreading skills
• Able to handle confidential information with discretion
• Highly detail-oriented and deadline-driven

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