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Probate Paralegal

4 months ago

Winter Park, United States Family First Firm Full time

Family First Firm is committed to delivering exceptional customer service and building long-lasting relationships with our clients. We are seeking a dedicated and enthusiastic Probate Paralegal to join our team and support our commitment to excellence in client satisfaction.


To meet increasing demand, we are seeking an experienced and dynamic Probate Paralegal to join our team. This is an exciting opportunity for a motivated individual with prior Probate experience to contribute to our success while advancing their career in a supportive, client-focused environment. The successful candidate will excel in providing exceptional client service while also playing a crucial role in supporting our Probate team. You'll be connecting with all departments across the firm, so being a quick learner is essential. If you're ready for a rewarding role, we want to hear from you.


Key Responsibilities:

  • Draft and file probate documents, including petitions, notices, affidavits, and inventories.
  • Assist in the preparation of accountings for estates and trusts.
  • Manage estate administration tasks such as gathering and organizing assets, paying debts, and distributing assets to beneficiaries.
  • Coordinate communication between clients, beneficiaries, court personnel, and financial institutions.
  • Maintain case files and ensure all documentation is accurate, up-to-date, and filed correctly.
  • Monitor probate deadlines and ensure all required documents are submitted promptly.
  • Conduct legal research related to probate law, tax issues, and estate planning.
  • Assist in the drafting and finalizing of wills, trusts, and other estate planning documents.
  • Work with accountants or financial professionals to assist with estate tax returns.
  • Communicate with creditors to resolve claims against the estate.
  • Assist in preparing documents for probate litigation, when necessary.
  • Maintain confidentiality and a high level of professionalism when handling sensitive information.