Paralegal - Trusts & Estates with Probate Litigation Exp

Legal Search Solutions, LLC; Boca Raton (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

PTO (paid time off)

401(k) and pension plans

Job summary

Legal Search Solutions, LLC is seeking an experienced Private Client Services Paralegal to support attorneys in its Trusts & Estates/Wealth Planning practice. The role focuses on drafting and managing estate planning documents, probate filings, and tax return preparations for high‑net‑worth clients.

The ideal candidate has 10+ years of paralegal experience in trusts & estates and demonstrates exceptional organization and confidentiality in handling sensitive information.

Qualifications

• 10+ years of paralegal experience in trusts & estates or private wealth planning.
• Strong knowledge of estate planning and trust administration processes.
• Exceptional organizational skills and attention to detail.

Responsibilities

• Draft, review, and revise estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Support trust and estate administration, including probate filings, asset inventories, and accountings.
• Assist with the preparation and filing of estate and gift tax returns.
• Prepare trust funding documents, asset transfers, and beneficiary designations.
• Maintain organized electronic and physical client files.
• Track deadlines and manage workflow for assigned matters.
• Serve as a point of contact for clients, advisors, accountants, and court personnel.
• Conduct basic legal and factual research.
• Probate litigation support.

Skills

Paralegal experience

Estate planning knowledge

Organizational skills

Job description

Private Client Services Paralegal- with Probate Litigation

A national law firm client is seeking an experienced Trusts & Estates & ProbateParalegal to support attorneys in its Trusts & Estates/Wealth Planning practice.

Responsibilities

• Draft, review, and revise estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Support trust and estate administration, including probate filings, asset inventories, and accountings
• Assist with the preparation and filing of estate and gift tax returns
• Prepare trust funding documents, asset transfers, and beneficiary designations
• Maintain organized electronic and physical client files
• Track deadlines and manage workflow for assigned matters
• Serve as a point of contact for clients, advisors, accountants, and court personnel
• Conduct basic legal and factual research
• Probate Litigation

Qualifications

• 10+ years of paralegal experience in trusts & estates, private wealth planning
• Strong knowledge of estate planning and trust administration processes
• Exceptional organizational skills and attention to detail
• Ability to handle sensitive and confidential information with discretion
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment

Compensation + Benefits

The firm offers a phenomenal benefits package, including significant PTO, 401 (k), and pension plans, and a top salary.