Paralegal - Probate & Trust

Trustpoint.

One is pleased to partner with a nationally recognized, full-service law firm in its search for a Probate & Trust Paralegal to join its Private Client Services team in Boca Raton.

This is an excellent opportunity for an experienced paralegal who thrives in probate and trust administration and enjoys working closely with high-net-worth individuals and families. The firm offers a collaborative culture, sophisticated matters, and a hybrid work schedule.

Probate & Trust Administration:

• Manage probate and trust administration matters from initial client contact through final distribution and closing
• Prepare asset information spreadsheets and organize financial documentation
• Draft probate and trust administration documents for client meetings
• Prepare and send status letters to clients and beneficiaries
• E-file court documents and deeds
• Communicate regularly with clients, beneficiaries, and outside advisors
• Collect and review necessary documentation and financial records
• Organize and index estate and trust materials
• Maintain calendars and track follow-ups to ensure deadlines are met

• Minimum 5+ years of probate and trust administration experience required
• Experience handling trust and estate administrations from inception through completion
• Strong communication, organizational, and interpersonal skills
• Ability to manage confidential information with discretion
• Comfortable balancing multiple priorities in a deadline-driven environment
• Four-year degree, paralegal certificate, or equivalent experience required
• Experience with estate and gift tax return preparation preferred
• Experience working with high-net-worth families preferred
• Familiarity with Litify and Westlaw Firm Builder is a plus
• Estate and Wealth Preservation Planning experience a plus, but not required

This is an excellent opportunity to join a highly respected, growth-oriented law firm with a strong national presence!

The firm is committed to fostering an inclusive and supportive work environment and welcomes candidates from diverse backgrounds, including professionals returning to the workforce after a career break.

All candidates must be able to work at a computer screen for a sustained amount of time. Infrequent lifting and carrying up to 30 pounds.

If you are an experienced Probate & Trust Paralegal seeking a long-term opportunity with a sophisticated and supportive firm, we encourage you to apply.

Trustpoint.

One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.