Paralegal- Trust and Estate/ Probate Litigation - Solomon Search Group

Job Summary:

Seeking a Trust and Estate Probate Litigation Paralegal for Boca. They will support attorneys in managing trust and estate matters, including probate administration, trust administration, and estate planning. This role requires a thorough understanding of probate and estate laws, strong organizational skills, and the ability to handle sensitive and complex cases with professionalism and accuracy. This office offers a hybrid schedule, excellent benefits and competitive salary.

Key Responsibilities:

• Probate Administration:

  • Prepare and file probate petitions, inventories, and other necessary court documents.
  • Assist with the preparation and filing of estate tax returns and other financial documentation.
  • Coordinate with court personnel, creditors, and beneficiaries regarding probate matters.
  • Track and manage probate deadlines, court dates, and filing requirements.

• Trust Administration:

  • Assist in the administration of trusts, including the preparation of trust documents, funding of trusts, and managing trust distributions.
  • Draft correspondence and documentation related to trust administration and ensure compliance with trust terms and applicable laws.
  • Coordinate with trustees, beneficiaries, and financial institutions to facilitate the administration of trusts.

• Estate Planning:

  • Assist in drafting and reviewing estate planning documents, such as wills, powers of attorney, and advance directives.
  • Conduct research on legal and tax issues related to estate planning and trust management.
  • Organize and maintain client files, including ensuring all documents are complete and properly filed.

• Client and Court Interaction:

  • Communicate with clients to gather information, provide updates, and address questions.
  • Schedule meetings, court appearances, and deadlines for probate and trust matters.
  • Prepare for and attend court hearings, mediations, and other legal proceedings as necessary.

• Administrative Duties:

  • Maintain accurate and up-to-date records of estate and trust matters.
  • Manage and organize case files, including scanning and filing documents electronically.
  • Perform general office duties, including answering phones, scheduling appointments, and managing correspondence.

Qualifications:

• Associate’s or Bachelor’s degree in Paralegal Studies, Legal Studies, or a related field, or equivalent experience.
• Minimum of 3-5 years of experience as a paralegal in trust and estate, probate, or related areas.
• Proficiency with legal research tools, probate and estate management software, and case management systems.
• Strong understanding of probate procedures, trust administration, and estate planning principles.
• Excellent organizational skills with the ability to manage multiple tasks and deadlines effectively.
• Detail-oriented with strong written and verbal communication skills.
• Ability to handle sensitive information with discretion and professionalism.