Probate & Trust Paralegal — Independent Case Manager

Better Talent

Town of Florida (NY)

On-site

USD 55,000 - 75,000

Full time

14 days+

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Benefits offered by this job

PTO

Health insurance

Life insurance

Retirement benefits

HSAs/FSAs

Flexible work schedules

Job summary

Estate Planning & Legacy Law Center, PLC is a Florida law firm specializing in estate planning, probate, and trust administration. We seek an experienced Probate/Trust Administration Paralegal to independently manage files from opening through final distribution and closure, serving as the primary contact for clients, fiduciaries, and financial institutions.

You will prepare court filings, track deadlines, coordinate asset transfers, and move matters toward resolution with professional judgment.

Qualifications

Minimum of 3+ years of hands-on probate and trust administration experience.
Experience independently managing probate and trust administration files from opening through final distribution and closure.
Strong knowledge of probate procedures, trust administration, estate settlement, fiduciary responsibilities, and estate and trust accounting concepts.
Experience preparing probate court filings, inventories, notices, accountings, distribution documentation, and closing documents.
Experience coordinating with personal representatives, trustees, beneficiaries, accountants, financial advisors, financial institutions, and other parties involved in estate and trust matters.
Excellent written and verbal communication skills with a strong commitment to responsive, professional client service.
Highly detail-oriented and self-directed with sound judgment regarding attorney involvement.
Proficiency with Microsoft Office and legal practice management software.

Responsibilities

Independently manage probate and trust administration matters from file opening through final distribution and closure.
Prepare probate pleadings, petitions, inventories, notices, accountings, distribution schedules, closing documents, and other routine legal documentation.
Monitor court requirements, filing deadlines, creditor claims, and case milestones to ensure matters progress efficiently and accurately.
Gather and organize estate and trust assets and liabilities, and coordinate asset transfers, retitling, liquidations, funding, and distributions.
Serve as a primary point of contact for clients and fiduciaries, maintaining consistent communication and providing timely status updates.
Coordinate with personal representatives, trustees, beneficiaries, heirs, creditors, accountants, financial advisors, financial institutions, and other third parties.
Maintain complete, accurate, and organized case files while proactively identifying legal, tax, or fiduciary issues requiring attorney review or guidance.
Take ownership of assigned matters and maintain high standards of accuracy, professionalism, and client service throughout the administration process.