Trusts and Estates Paralegal

Senior Trusts and Estates Paralegal

Orlando, Florida | 70,000 to 80,000

LHH Recruitment Solutions is partnering with an established Orlando law firm that is looking to add an experienced Senior Trusts and Estates Paralegal to their team. This role is ideal for someone who enjoys working on complex estate matters, and appreciates a collaborative environment.

Key Responsibilities

Estate Planning Support

• Draft estate planning documents including wills, trusts, powers of attorney, and health care directives

• Prepare asset summaries, trust funding materials, and planning packets

• Assist with revisions, proofreading, and final document preparation

• Coordinate signings and ensure execution requirements are met

• Maintain organized and confidential client files

Estate and Trust Administration

• Prepare probate pleadings and filings for Florida courts

• Gather and organize financial and asset information

• Communicate with fiduciaries, beneficiaries, advisors, and financial institutions

• Assist with estate and trust accountings

• Monitor deadlines and ensure timely submissions

Tax and Compliance Support

• Assist with federal estate tax returns (706), gift tax returns (709), and fiduciary income tax matters

• Gather supporting documentation and track key filing dates

• Coordinate with CPAs and financial advisors

• Maintain records needed for ongoing tax compliance

Client Service and Practice Support

• Maintain a consistent billable workload

• Communicate professionally with clients and advisors

• Track case progress and follow up on outstanding items

• Assist attorneys with organization across multiple active matters

What They Are Looking For

• At least 7 years of Trusts and Estates paralegal experience in a law firm environment

• Strong understanding of Florida probate procedures and estate planning concepts

• Experience with estate and gift tax filings is preferred

• Ability to support high net worth estate planning matters

• Strong organizational skills and excellent attention to detail

• Professional communication skills and a client focused approach

• Proficiency with Microsoft Office and relevant planning or tax software

• Paralegal certificate or degree preferred

What Makes This Opportunity Unique

This firm is known for its stability, strong leadership, and long tenured staff. They offer exceptional benefits including fully covered medical, life, and long term disability insurance, zero cost copays and deductibles, employer matched 401k after one year, paid CLEs, support for professional development, and additional perks like covered parking and access to an on site gym.