Experienced Probate & Trust Administration Paralegal

Williams Parker; Sarasota (FL); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Parental leave

Job summary

Williams Parker, the region's largest and oldest law firm, seeks an experienced Probate & Trust Administration Paralegal to join its Trusts & Estates practice in Sarasota, Florida. You will manage probate and trust administration matters, preparing petitions, notices, inventories, and accountings, working alongside seasoned attorneys to guide matters from initial administration through final distribution.

The ideal candidate has substantive probate experience, strong project-management and

Qualifications

• Substantive probate and trust administration experience.
• Experience with probate documentation, accountings, asset administration, and related financial records.
• Familiarity with EstateWorks, HotDocs, BNA 706 tax preparation, iManage, and Microsoft Office.
• Strong organization and project management capabilities.
• Sound judgment and client-service orientation in sensitive matters.
• Florida Registered Paralegal or Certified Legal Assistant designation preferred.

Responsibilities

• Manage probate and trust administration matters. Prepare and file petitions, motions, notices, letters of administration, inventories, accountings, and other documents.
• Coordinate estate assets and financial activity. Assist with estate and trust accounts, asset collection, transfers, distributions, property liquidation, life insurance claims, death benefits, and related financial documentation.
• Support beneficiaries and fiduciaries. Communicate professionally with personal representatives, trustees, beneficiaries, next of kin, financial institutions, and other participants, providing timely updates and coordinating required information and documentation.
• Maintain deadlines, records, and court compliance. Administer deadlines, organize matter records, and ensure filings and supporting materials are accurate, complete, and timely.
• Provide substantive legal support. Research Florida probate law and local court rules, prepare correspondence and mailings, and assist attorneys in resolving procedural, administrative, and financial issues throughout each matter.

Skills

Probate administration

Project management

Accounting capabilities

Client communication

Attention to detail

Education

Florida Registered Paralegal

Certified Legal Assistant

Tools

EstateWorks

HotDocs

BNA 706 tax prep

iManage

Microsoft Office

Job description

Williams Parker, the region's largest and oldest law firm, seeks an experienced Probate & Trust Administration Paralegal to join its Trusts & Estates practice in Sarasota, Florida. You will manage probate and trust administration matters, preparing petitions, notices, inventories, and accountings, working alongside seasoned attorneys to guide matters from initial administration through final distribution.

The ideal candidate has substantive probate experience, strong project-management and