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Probate Paralegal Specialist

4 weeks ago

Winter Park, Florida, 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 support our commitment to excellence in client satisfaction.

The successful candidate will excel in providing exceptional client service while also playing a crucial role in supporting our Probate team. You will be connecting with all departments across the firm, so being a quick learner is essential.

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.