Probate and Trust Administration Paralegal

Safe Harbor Law Firm FL; Fort Myers (FL); On-site; USD 70,000 - 84,000; Full time

Job summary

Safe Harbor Law Firm is seeking a senior Probate & Trust Administration Paralegal in Fort Myers, FL. This ownership-driven role requires independent case management from start to finish in emotionally complex matters.

Ideal candidates have 2+ years in probate and trust administration, Florida filing experience, and proficiency with legal software. The position offers onsite full-time work with competitive compensation and a compassionate team environment.

Qualifications

• 2+ years of hands-on probate and trust administration experience.
• Familiarity with Florida court filings, deadlines, and procedures.
• Experience with fiduciary accounting, including bank reconciliations and court-mandated accountings.
• Ability to independently manage cases with minimal supervision.
• Strong organizational skills and attention to detail.
• Professional, compassionate communication for emotionally sensitive matters.
• Proficiency with legal software and Microsoft Office; Clio experience is a plus.

Responsibilities

• Draft and file probate and estate administration pleadings
• Prepare asset inventories and fiduciary accountings
• Coordinate asset transfers, retitling, and beneficiary distributions
• Serve as primary point of contact for clients and families
• Maintain organized, accurate case files and documentation
• Communicate with attorneys, courts, financial institutions, and third parties
• Ensure deadlines, follow-ups, and compliance requirements are consistently met

Skills

Independent case management

Attention to detail

Communication skills

Organizational skills

Emotional sensitivity

Tools

Clio

Microsoft Office

Job description

Probate & Trust Administration Paralegal

We are seeking an experienced Paralegal with a strong background in Probate and Trust Administration to join our Fort Myers office. This is a senior, ownership-driven role designed for someone who can independently manage cases from start to finish.

This position is ideal for a steady, detail-oriented professional who values accountability, follow-through, and long-term case management in emotionally complex matters. This is not a training or entry-level role.

Key Responsibilities

Probate & Trust Administration

• Draft and file probate and estate administration pleadings
• Prepare asset inventories and fiduciary accountings
• Coordinate asset transfers, retitling, and beneficiary distributions

Client & Case Management

• Serve as a primary point of contact for clients and families
• Maintain organized, accurate case files and documentation
• Communicate with attorneys, courts, financial institutions, and third parties
• Ensure deadlines, follow-ups, and compliance requirements are consistently met

Qualifications

• 2+ years of hands-on experience in Probate and Trust Administration
• Familiarity with Florida court filings, deadlines, and procedures
• Experience with fiduciary accounting, including bank reconciliations and court-mandated accountings
• Ability to manage cases independently with minimal supervision
• Strong organizational skills and attention to detail
• Professional, compassionate communication skills for emotionally sensitive matters
• Proficiency with legal software and Microsoft Office (Clio experience a plus)

This Role Is a Strong Fit If You

• Prefer ownership and autonomy over close supervision
• Are comfortable managing long-term cases with consistent follow-through
• Take pride in clean, accountable work and meeting deadlines
• Have experience supporting families through complex and emotional processes

This Role Is Not a Fit If You

• Require step-by-step instruction or extensive training
• Are transitioning from litigation or general legal support without PBTA experience
• Prefer short-term matters or high-variety work without long-term responsibility
• At Safe Harbor Law Firm, we protect families, preserve legacies, and guide clients through some of life’s most important decisions with clarity and compassion.

Compensation & Schedule

Salary: $70,000-$84,000 per year

Employment Type: Full-Time, Onsite

Schedule: Monday-Friday, 8:30 AM-5:00 PM ET

Location: Fort Myers, Florida

At Safe Harbor Law Firm, we protect families, preserve legacies, and guide clients through some of life’s most important decisions with clarity and compassion.