Probate Paralegal Specialist

2 days ago


Winter Park, Florida, United States Family First Firm Full time
Family First Firm: Seeking a Dedicated Probate Paralegal

We are committed to delivering exceptional customer service and building long-lasting relationships with our clients. As a dedicated and enthusiastic Probate Paralegal, you will play a crucial role in supporting our commitment to excellence in client satisfaction.

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 key role in supporting our Probate team.

Key Responsibilities:
  • Draft and File Probate Documents: Prepare and submit probate documents, including petitions, notices, affidavits, and inventories, in a timely and accurate manner.
  • Assist with Estate Administration: Manage estate administration tasks such as gathering and organizing assets, paying debts, and distributing assets to beneficiaries.
  • Coordinate Communication: Facilitate communication between clients, beneficiaries, court personnel, and financial institutions to ensure seamless estate administration.
  • Maintain Case Files: Ensure all documentation is accurate, up-to-date, and filed correctly, maintaining confidentiality and a high level of professionalism.
  • Monitor Probate Deadlines: Stay on top of probate deadlines and ensure all required documents are submitted promptly to avoid delays.
  • Conduct Legal Research: Conduct research related to probate law, tax issues, and estate planning to provide expert guidance to clients and the Probate team.
  • Assist with Estate Planning: Assist in the drafting and finalizing of wills, trusts, and other estate planning documents, working closely with clients and the Probate team.
  • Collaborate with Accountants: Work with accountants or financial professionals to assist with estate tax returns and ensure accurate financial reporting.
  • Communicate with Creditors: Facilitate communication with creditors to resolve claims against the estate, ensuring timely and efficient resolution.
  • Prepare for Probate Litigation: Assist in preparing documents for probate litigation, when necessary, to ensure the estate is represented effectively.


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