Trust and Estates Paralegal

Addition Management; Sarasota (FL); On-site; USD 75,000 - 80,000; Full time

Job summary

A prestigious law firm in Sarasota, Florida is seeking an experienced Trust and Estates Paralegal to join their team. The ideal candidate will have at least five years of experience in estate planning or administration, with a strong ability to draft and review legal documents efficiently. This full-time position requires effective communication skills and proficiency in legal software. Offering a competitive salary range of $75,000 to $80,000 per year and a dynamic work environment.

Qualifications

• Must have at least five years of experience as a paralegal in a Florida law firm.
• Ability to effectively draft and review legal documents.
• Proficient in handling multiple assignments with deadlines.

Responsibilities

• Draft estate planning and funding documents.
• Review advanced estate planning documents.
• Draft probate and trust settlement documents.
• Apply knowledge of estate and trust administration rules.

Skills

Attention to detail

Effective communication

Ability to work under pressure

Multi-tasking

Tools

Microsoft Office

iManage

SmartTime

Aderant

Wealth Counsel

Estate Works

Hot Docs

Job description

Prestigious Sarasota Law Firm seeks a Trust and Estates Paralegal to join their Team!

Base pay range

$75,000.00/yr - $80,000.00/yr

Responsibilities

• Draft fundamental estate planning and funding documents.
• Review advanced estate planning documents.
• Draft probate and trust settlement documents.
• Apply knowledge of the rules of procedure governing estate and trust administrations relevant to this role.
• Complete tasks and resolve issues, meeting deadlines in a fast‑paced environment.
• Have at least five years of experience working in a mid‑to large‑sized Florida law firm as an estate planning or estate and trust administration paralegal.

Qualifications

• Work efficiently and effectively under pressure and time constraints.
• Balance multiple assignments and workflow effectively.
• Strong attention to detail for accurately drafting and reviewing legal documents.
• Effective oral and written communication skills, including clear expression and information exchange.
• Working knowledge of Microsoft Office (Outlook, Word, Excel) and case management/billing software.
• Knowledge of iManage, SmartTime, Aderant, Wealth Counsel, Estate Works, Hot Docs is a plus.

Seniority level

Associate

Employment type

Full‑time

Job function

Administrative

Industry

Legal Services and Law Practice