Trust and Estate Paralegal FL

About the Position

We are seeking an experienced and detail-oriented Trust & Estate Paralegal to join a Florida law practice. The ideal candidate will have experience supporting attorneys across estate planning, trust administration, probate, and estate administration matters.

This is an excellent opportunity for a paralegal who enjoys working with clients and attorneys and wants to be part of a collaborative practice focused on helping individuals and families protect and transfer their assets.

Responsibilities

• Assist attorneys with estate planning and trust matters.
• Prepare and coordinate wills, revocable trusts, pour-over wills, powers of attorney, health care documents, and related estate-planning documents.
• Assist with formal and summary probate administrations.
• Prepare drafts of probate petitions, notices, motions, proposed orders, and other pleadings for attorney review.
• Assist with trust administration, beneficiary communications, accountings, and distributions.
• Prepare and maintain estate and trust inventories and case files.
• Track deadlines, creditor claims, notices, and court filings.
• Assist with trust funding and asset-transfer documentation.
• Coordinate with clients, beneficiaries, personal representatives, trustees, financial institutions, CPAs, financial advisors, and other professionals.
• Assist with estate and trust closings and final distributions.
• Maintain accurate, organized, and confidential client files.
• Provide general administrative and paralegal support to attorneys handling trust and estate matters.

Qualifications

• 2+ years of paralegal experience preferred.
• Experience with trusts, estates, probate, or estate planning strongly preferred.
• Familiarity with Florida probate procedures and estate-planning terminology.
• Excellent organizational and time-management skills.
• Strong attention to detail and proofreading abilities.
• Excellent written and verbal communication skills.
• Ability to manage multiple matters and deadlines.
• Professional handling of confidential client information.
• Proficiency with Microsoft Office and legal case-management software.

Ideal Candidate

The ideal candidate is organized, proactive, detail-oriented, and client-focused, with a strong interest in trusts and estates. Experience with complex estate planning, high-net-worth clients, irrevocable trusts, tax planning, business succession, or fiduciary matters is a plus.

Interested in Learning More?

For more details about this opportunity, reach out to Chelsey Haibeck:

Email: chelsey.haibeck@gogpac.comPhone: 605.501.4307

Please send your resume or contact Chelsey directly to learn more about the opportunity and application process.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.