Probate Paralegal - DFTL

Probate Paralegal needed in our Downtown Fort Lauderdale office! The Paralegal plays a crucial role in supporting the Trust and Estates practice group and boosting attorney efficiency by managing information and aiding in the delivery of legal services, including client interactions. This position demands a proactive attitude to ensure tasks are completed on time, exceptional organizational skills, keen attention to detail, and the ability to excel in a high-volume, fast-paced environment.

The Paralegal will be expected to track and record their own billable time. Minimum of three years' experience working at a law firm in a Trust and Estates Department.

• Handle Trust and Probate Administration.
• Prepare Probate Pleadings, along with other legal documents.
• Marshal inventory and distribution of assets.
• Knowledge of IRS Forms such as gift tax (709) and estate tax (706) returns.
• Record documents and deeds with courts, E-Filing.
• Proofread all documents and correspondence for accuracy.
• Draft and edit legal documents for attorney review.
• Answer trust funding questions from clients. Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds.
• Maintain financial records for the use of preparing tax returns and fiduciary accountings.
• Distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.
• Classify clients’ assets, coordinate the transfers of real property and non-qualified accounts into legal entities, and assist with the modification of designated beneficiaries for qualified accounts, life insurance, and annuities.
• Handles Timeshare Probate client calls and new client intake.
• Prepare, file, and record Timeshare Probate documents
• Speak directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines.
• Maintaining clients’ files including preparing documents for signings.
• Filing of both physical and electronic documents.
• Finding and retrieving information from files.
• Assist attorneys and paralegals in preparation for meetings.
• Maintain confidentiality of client information.
• Manage information through various firm databases, including but not limited to MS Teams, Word, Excel, iManage, and other platforms.
• Track and record all billable time
• Ability to organize workflow and use time efficiently
• Ability to show strong attention to detail
• Other duties as assigned.

• Heavily subsidized health insurance premiums
• Our health plan includes Firm paid HSA contributions ranging from $600 and $1,200 annually
• Firm pays 100% of employee only premium for dental and vision insurance and provides inexpensive options for dependents.
• Tax advantaged account options like Flexible Spending Accounts and Dependent Care Accounts
• Life Insurance, paid by the Firm
• Long-Term Disability Insurance, paid by the Firm
• Employee Assistance Program (EAP)
• 11 paid holidays (in 2026)
• Generous PTO for full-time employees
• Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution.

All inquiries will be kept confidential.