What are the responsibilities and job description for the Probate Paralegal position at W3Global?
Probate & Trust Administration Paralegal / Legal Professional
Position Overview
We are seeking an experienced and detail-oriented Probate & Trust Administration Paralegal to join our team. This full-time, on-site role is ideal for a professional with significant experience handling all phases of probate and trust administration.
Key Responsibilities
Position Overview
We are seeking an experienced and detail-oriented Probate & Trust Administration Paralegal to join our team. This full-time, on-site role is ideal for a professional with significant experience handling all phases of probate and trust administration.
Key Responsibilities
- Draft, file, and manage probate pleadings, petitions, and related court documents
- Prepare and/or review estate inventories, accountings, and required tax-related filings (including IRS Form 706, when applicable)
- Communicate and coordinate with personal representatives, trustees, beneficiaries, financial institutions, and court personnel
- Track statutory deadlines, hearing dates, and other critical case milestones
- Organize and maintain electronic and physical case files
- Support attorneys during hearings, client meetings, and estate administration matters
- Demonstrated experience in Florida probate and trust administration
- Working knowledge of Florida Probate Rules and local court filing requirements
- Familiarity with estate and trust tax concepts
- Proficiency in Microsoft Office; experience with case management software (e.g., FileVine) preferred
- Bachelor's degree or ABA-approved Paralegal Certificate preferred