Probate Trust Administration Paralegal

The Siegel Law Group, P.A., a well‑established and growing South Florida firm, is seeking an experienced and detail‑oriented Paralegal to join our dynamic legal team in Boca Raton. This is a meaningful opportunity for a driven, organized, and knowledgeable legal professional with a strong understanding of the Florida Probate Code and Trust Administration statutes and procedures.

This is a full‑time, in‑office position. Are you ready to bring your Probate and Trust Administration expertise to a respected, client‑focused law firm that truly values your contributions?

• Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures.
• Participate in client consultations alongside the attorney, assess client needs, and provide support in recommending appropriate services.
• Collect and review relevant documentation and financial records; analyze assets and liabilities; develop strategic plans to facilitate the timely and successful administration of each case.
• Draft legal pleadings, correspondence, and related documents required for probate and trust administration in accordance with Florida law.
• Identify and resolve case‑related issues.
• Interpret financial data.
• Prepare accurate fiduciary accountings consistent with statutory requirements.
• Maintain frequent communication with clients, beneficiaries, heirs, attorneys, financial institutions, courts, government entities, and other third parties to provide case updates, gather information, and secure required signatures.
• Prepare, file, and monitor court submissions across various Florida jurisdictions, ensuring timely receipt of court orders and judicial approvals.
• Ensure compliance with statutory deadlines, track case milestones, and manage billing and invoicing for hourly‑billed matters.
• Prepare and record deeds and related documents.
• Coordinate with county recording offices and funeral homes to obtain required certifications and filings.
• Collaborate with real estate professionals and title companies to facilitate the sale or transfer of real property in estate or trust administration matters.
• Conduct legal and procedural research.
• Assist in the creation of internal training materials.
• Contribute to departmental improvement initiatives through participation in leadership meetings.
• Work closely with the Probate Attorney to ensure cohesive case management and excellent client service throughout all phases of the probate and trust administration process.

• Minimum of 12 years of experience as a Paralegal or Legal Assistant in Florida Probate and Trust Administration.
• Strong working knowledge of the Florida Probate Code, Florida Rules of Civil Procedure, and applicable trust administration statutes.
• Paralegal certification from an accredited program preferred; an Associate’s or Bachelor’s degree in Legal Studies or related field is a plus.
• Proven experience drafting probate pleadings, estate inventories, accountings, waivers, consents, and related legal documentation.
• Proficiency in managing court filings, e‑filing systems (such as Florida’s ePortal), and understanding of local court practices and deadlines.
• Exceptional attention to detail, organizational skills, and ability to manage multiple probate and trust administration cases simultaneously.
• Strong verbal and written communication skills, with the ability to interact professionally and compassionately with clients, heirs, and third‑party professionals.
• Experience working with case management and document automation software (e.g., Clio, or similar platforms) preferred.
• Ability to analyze financial data and assist with fiduciary accountings and asset distributions.
• Self‑starter with the ability to work independently while also contributing to a collaborative legal team environment.
• Commitment to maintaining confidentiality and upholding the highest ethical standards in all client matters.

$60,000 - $80,000 yearly