Experienced Probate & Trust Administration Paralegal

Winderweedle, Haines Ward & Woodman, PA; Winter Park (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer contribution

CLE and professional development

Free covered parking

Job summary

Winderweedle, Haines, Ward & Woodman, P.A. in Winter Park seeks an experienced Probate and Trust Administration Paralegal to support its Wills, Trusts and Estates Department.

The ideal candidate has 5+ years of probate/trust experience, drafts court pleadings, inventories assets, communicates with fiduciaries and beneficiaries, and prepares fiduciary accountings. Must be detail-oriented, organized, and able to work independently.

Qualifications

• Minimum 5-7 years of probate and trust administration experience.
• Experience drafting court pleadings and preparing fiduciary accountings.

Responsibilities

• Independently manage probate matters from inception through final distribution under attorney supervision.
• Act as primary liaison among the law firm, clients, beneficiaries, financial institutions, and court clerks.
• Prepare and file petitions, inventories, accountings, notices, and probate pleadings.
• Coordinate with personal representatives, beneficiaries, financial institutions, and court personnel.
• Assist clients in locating, gathering and valuing estate assets, including coordinating formal appraisals and date-of-death valuations.
• Prepare and file estate administration documents, including receipts, releases, waivers, and distribution schedules.
• Monitor deadlines and ensure compliance with court requirements.
• Coordinate publication requirements, creditor claims, and asset transfers.
• Prepare closing documents and assist with estate distributions.
• Assist trustees with all aspects of trust administration.
• Prepare trust accountings and maintain detailed financial records.
• Work with financial advisors, accountants, and other professionals regarding trust assets.
• Facilitate trust termination and final distributions.
• Serve as a primary point of contact for clients; maintain regular communication and organize client files.

Skills

Organizational skills

Analytical skills

Drafting skills

Client communication

Attention to detail

Education

Associate degree or bachelor’s degree; Paralegal Certificate (ABA-approved)

Paralegal certification preferred

Tools

Microsoft Office 365

Electronic court filing systems

Job description

Winderweedle, Haines, Ward & Woodman, P.A. in Winter Park seeks an experienced Probate and Trust Administration Paralegal to support its Wills, Trusts and Estates Department.

The ideal candidate has 5+ years of probate/trust experience, drafts court pleadings, inventories assets, communicates with fiduciaries and beneficiaries, and prepares fiduciary accountings. Must be detail-oriented, organized, and able to work independently.