Paralegal Probate Trust Administration

Key Responsibilities

• Manage probate and trust administration files, including drafting and filing pleadings and court documents, inventories, notices, accountings, and related correspondence.
• Support fiduciary litigation, including drafting/formatting pleadings, assisting with discovery, deposition preparation, and hearing/trial binders.
• Coordinate e-filing and service; track and calendar deadlines, hearings, and case milestones.
• Communicate professionally with clients, opposing counsel, courts, and vendors; coordinate scheduling and logistics.
• Assist with exhibits, cite-checking, and document production; maintain confidentiality and privilege protocols.
• Support administration workflows, including asset marshaling, beneficiary communications, and distribution tracking.

• Three to five years of paralegal experience.
• Support administration workflows, including asset marshaling, beneficiary communications, and distribution tracking.
• Proficiency with e-filing systems and applicable court rules/procedures.
• Strong document management skills; proficiency with Microsoft 365 and PDF tools.
• Excellent organization, attention to detail, and deadline management.
• Professional written and verbal communication skills.
• Ability to handle sensitive and confidential information.

• Bachelor’s degree and/or ABA-approved paralegal certificate (or equivalent).
• Experience with Florida probate procedures and local e-filing platforms.
• Familiarity with discovery/case management tools and secure client portals/data rooms.
• Experience preparing fiduciary accountings and working with trust/estate tax documentation.