Probate and Trust Paralegal - Boca Raton - Hybrid

About The Opportunity

Career Staffing Talent (CST) is partnering with a well-established, full-service law firm in Boca Raton to recruit an experienced Probate & Trust Administration Paralegal
.

This role sits within the firm’s highly regarded Private Client / Trusts & Estates group and is ideal for a seasoned paralegal who enjoys:

✔️ Managing sophisticated estate & trust matters

✔️ Taking full ownership of files from intake through final distribution

You’ll work closely with attorneys, high-net-worth clients, beneficiaries, CPAs, financial advisors, and fiduciaries in a collaborative, professional environment.

All inquiries are kept strictly confidential.

• Manage probate and trust administration matters from opening through closing
• Calendar deadlines and proactively track key milestones
• Prepare asset spreadsheets and organize supporting documentation
• Draft probate and trust administration documents for attorney review
• Prepare and send status updates to clients and beneficiaries
• Serve as a key point of contact throughout the administration process
• Coordinate with CPAs, financial advisors, and corporate fiduciaries
• Record deeds and related real property instruments
• Ensure compliance with court procedures and filing requirements
• Organize and index documents within the firm’s document management system
• Maintain clean, well-structured digital and physical files

• 5+ years of probate and trust administration experience
• Proven experience handling estate/trust administrations from opening to closing
• Strong communication skills and comfort working with high-net-worth clients
• Excellent organization and ability to manage multiple active files
• High level of discretion with confidential matters

• Experience with estate and gift tax returns
• Exposure to wealth transfer planning
• Familiarity with probate e-filing systems
• Experience with Litify or similar document management platforms
• Collegial, team-oriented environment
• High-touch service model serving high-net-worth individuals and closely held businesses

If you’re an experienced trusts & estates paralegal looking for a stable, professional, and collaborative Boca Raton firm —
this is a strong long-term opportunity.

📩 Apply confidentially or message directly to learn more.