What are the responsibilities and job description for the Probate and Trust Paralegal - Boca Raton - Hybrid position at Career Staffing Talent?
⚖️ Probate & Trust Administration Paralegal
📍 Boca Raton, FL
🏢 Hybrid | 3 Days In-Office / 2 Days Remote
⏱ Full-Time | Private Client / Trusts & Estates
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.
Role
This role sits within the firm’s highly regarded Private Client / Trusts & Estates group and is ideal for a seasoned paralegal who enjoys:
✔️ Direct client interaction
✔️ 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.
🔎 What You’ll Do
📁 Estate & Trust Administration
- 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
📨 Client & Advisor Communication
- 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
🏛 Court & Real Property Filings
- E-file probate documents
- Record deeds and related real property instruments
- Ensure compliance with court procedures and filing requirements
🗂 Organization & Systems
- Organize and index documents within the firm’s document management system
- Maintain clean, well-structured digital and physical files
✅ What We’re Looking For
- 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
🎓 Education
- Four-year degree, paralegal certificate, or equivalent relevant experience
⭐ Nice to Have
- 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
🏢 Work Environment
- Hybrid schedule (3 in-office / 2 remote)
- Collegial, team-oriented environment
- Strong Private Client / Trusts & Estates practice
- 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.