Probate & Trust Paralegal — Estate Planning Specialist

Nelson Mullins; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Nelson Mullins' Boca Raton office is seeking a full-time Probate Paralegal to support attorneys and clients on probate matters within our Estate Planning team. You’ll work closely with attorneys and personal representatives throughout the probate process, preparing documents and coordinating communications with involved parties.

Ideal candidates bring Florida probate, trusts and estates experience, familiarity with probate rules, and strong math and computer skills, including Florida e-filing.

Qualifications

• Prior probate, trusts and estates experience in Florida is preferred.
• Familiar with probate process and rules.
• Excellent math and computer skills.
• Proficiency with Florida courts e-filing.
• Knowledge of federal estate tax returns a plus.
• Strong communication and organization skills.
• Detail oriented, self-motivated and able to prioritize and multi-task.

Responsibilities

• Communicate with clients, personal representatives, trustees, family members and beneficiaries.
• Prepare deeds, probate forms, pleadings, inventories and asset transfer documents.
• Organize and analyze assets; assist with valuations.
• Review information from banks, brokerages, and other financial statements.

Skills

Probate experience FL

Trusts & Estates experience

Math skills

Computer skills

Client service orientation

Communication skills

Organization skills

Attention to detail

Prioritization

Multitasking

Tools

Florida e-filing

Job description

Nelson Mullins' Boca Raton office is seeking a full-time Probate Paralegal to support attorneys and clients on probate matters within our Estate Planning team. You’ll work closely with attorneys and personal representatives throughout the probate process, preparing documents and coordinating communications with involved parties.

Ideal candidates bring Florida probate, trusts and estates experience, familiarity with probate rules, and strong math and computer skills, including Florida e-filing.