Probate and Trust Administration Paralegal

Williams Parker; Sarasota (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Market leading compensation package

Excellent health, disability, and life insurance

401(k) with employer contributions

Paid parental leave

Wellness programs

Job summary

Williams Parker, the largest law firm in Sarasota, is seeking an experienced Probate Paralegal. You'll provide critical support to attorneys in managing high-volume probate and trust administration.

Your role will involve filing documents, administering estate accounts, and engaging with beneficiaries. The ideal candidate should possess strong client service, research, project management, and technical skills.

Join our team for a market-leading compensation package and numerous benefits aimed at personal and professional growth.

Qualifications

• Expert-level support for the attorneys during probate proceedings.
• Preparation and filing of probate documents.
• Assisting with estate accounts and property transitions.

Responsibilities

• Prepare and file probate documents.
• File life insurance claims and administer estate accounts.
• Contact beneficiaries regarding probate hearings.

Skills

Client service

Research

Project management

Accounting

Mailings

FRP and/or CLA certifications

Tools

EstateWorks

HotDocs

BNA 706 tax preparation

iManage document management system

MS Office Suite

Job description

Williams Parker, the region’s largest and oldest law firm, is actively seeking an experienced Probate Paralegal to join our client‑centric team in handling high‑volume, complex probate and trust administration in the Sarasota, FL area.

Why this role is important

The Probate Paralegal provides expert‑level support to the section attorneys during probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices); filing life insurance claims and other death benefits; contacting beneficiaries and next of kin regarding admission of the will and other probate hearings; administering estate accounts and assisting with the liquidation and transfer of property. Paralegals in estate planning and probate research the law and local court rules to better guide the attorney when making estate decisions.

If YOU are ready to level up your career with sophisticated work alongside talented long‑term happy employees who enjoy the best pay and benefits package around, we want to hear from you today.

Essential skills

• Client service
• Research
• Project management
• Accounting
• Mailings
• FRP and/or CLA certifications preferred

Technical knowledge

• EstateWorks
• HotDocs
• BNA 706 tax preparation
• iManage document management system
• MS Office Suite

Behavioral abilities

• Adaptability
• Creativity
• Collaboration
• Communication
• Emotional intelligence
• Innovation
• Listening skills
• Solid time management skills
• Strong work ethic

At Williams Parker, you will have an opportunity to play an important role in continuing the success of our law firm and to take advantage of the many benefits we offer for your personal and professional growth. You will also find you are joining a team of attorneys and staff who have made Williams Parker not only a top‑notch law firm but also a great place to work.

Benefits

• Market leading compensation package
• Excellent health, disability, vision, dental, and life insurance
• Employee Savings Plan with employer contributions
• 401(k) with employer contributions
• Paid time off
• Paid parental leave
• Perks platform offering over 30,000 unique discounts
• Referral program
• Wellness programs