Paralegal - Probate & Trusts

Adams & Martin Group has partnered with a law firm located in the Boca Raton area to find an experienced full-time Probate and Trust Paralegal to join their Private Client Services group. This role requires a dedicated professional with a minimum of 5 years of paralegal experience in Probate and Trust Administration. The ideal candidate will possess strong communication, organizational, and interpersonal skills and will be adept at managing confidential information with discretion. This position offers a hybrid work schedule, with three days onsite and two days remote, providing flexibility and a balanced work environment.

• Manage probate and trust administration files from initial client contact through completion of the process.
• Prepare Asset Information Spreadsheets and all required probate and trust administration documentation for client meetings.
• Compose status letters to clients and beneficiaries and e-file court documents and deeds.
• Work closely with clients, beneficiaries, and other advisors throughout the process, obtaining all necessary information and documentation.
• Organize and index documents and asset information, ensuring everything is meticulously cataloged.
• Calendar and handle follow-ups, ensuring all tasks are completed in a timely manner.
  
  

• Experience in Estate and Wealth Preservation Planning.
• A four-year college degree, paralegal certificate, or a minimum of 5 years of experience required.
• Strong ability to prioritize and balance a variety of tasks efficiently.
• Experience with estate and gift tax returns and working with high-net-worth families is a plus.
• Knowledge in Litify and Westlaw Firm Builder is advantageous.
  
  

Monday to Friday, standard office hours.

Competitive salary range from $80,000 to $100,000 per year, commensurate with experience and qualifications.

This position offers a hybrid work schedule, allowing for a flexible work environment with a mix of onsite and remote work days.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.