Trust and Estate Paralegal

2 days ago

West Palm Beach, United States Evolve Workforce Solutions Full time

Trust & Estate Paralegal

Location: West Palm Beach, FL

5+ Years of Experience


Position Overview

Evolve is seeking an experienced Estate and Trust Administration Paralegal to join a dynamic legal team. This role involves delivering high-quality service to clients while assisting attorneys in handling estate and trust administration matters from inception to resolution. The ideal candidate will possess a thorough knowledge of estate administration procedures, Florida court filing systems, and the ability to manage multiple responsibilities in a fast-paced environment.


What’s in it for You

  • Competitive Wage and Benefits Package: Compensation reflects your skills and experience.
  • Comprehensive Benefits: Medical, dental, and vision coverage, along with a 401(k) plan with profit sharing.
  • Paid Time Off: Includes holidays, bereavement, and parental leave, with resources supporting well-being.
  • Professional Growth: Opportunities for advancement in a collaborative, client-focused environment.


Key Responsibilities

As an Estate and Trust Administration Paralegal, you will:

  • Provide paralegal support for estate and trust administration cases, ensuring all aspects are handled efficiently from inception to resolution.
  • Draft and file IRS forms and related correspondence.
  • Navigate Florida court filing systems to file pleadings in compliance with court requirements.
  • Schedule court hearings and client appointments, managing all related deadlines.
  • Manage electronic and paper case files and maintain reminder systems for deadlines.
  • Handle mail and correspondence with beneficiaries, creditors, and clients.
  • Draft, proofread, and format legal documents, correspondence, and pleadings.
  • Collaborate with firm-wide departments to handle responsibilities, including billing, training, and records management.
  • Communicate effectively with clients, attorneys, and staff, ensuring outstanding client service.


Qualifications & Experience

The ideal candidate will have:

  • A minimum of five years of paralegal experience in estate and trust administration, preferably within a mid to large law firm.
  • Experience working with multiple attorneys and balancing high-volume tasks.
  • Knowledge of Florida estate administration procedures and court filing systems.
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and familiarity with legal case management and billing software (FileSite, CMS, SmartTime, Aderant, HotDocs preferred).
  • Exceptional attention to detail, organizational skills, and the ability to multitask effectively.
  • Strong oral and written communication skills to draft and proofread correspondence and pleadings.


About the Firm

This highly regarded law firm, represented by Evolve, is committed to integrity and excellence in delivering exceptional legal services. Known for fostering a supportive and collaborative work environment, the firm empowers employees to achieve professional growth while contributing to its ongoing success.


Apply now to become a valued member of the legal team and advance your career as an Estate and Trust Administration Paralegal

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