Probate and Trust Administration Paralegal

Williams Parker - Sarasota, FL

Full-time - Entry Level

Sarasota, FL

Forestry and Logging

About the position

The Probate and Trust Administration Paralegal at Williams Parker plays a crucial role in supporting attorneys during probate proceedings. This position involves preparing and filing essential probate documents, managing estate accounts, and assisting with the liquidation and transfer of property. The paralegal will also engage with beneficiaries and next of kin, ensuring smooth communication throughout the probate process. This role is vital for maintaining the firm's reputation as a client-centric law firm in the Sarasota area.

Responsibilities

• Prepare and file probate documents including petitions, motions, and notices.
• File life insurance claims and other death benefits.
• Contact beneficiaries and next of kin regarding the admission of the will and probate hearings.
• Administer estate accounts and assist with the liquidation and transfer of property.
• Research law and local court rules to guide attorneys in estate decisions.

Requirements

• High school diploma or GED required.
• Experience in client service and project management.
• Strong research skills and technical knowledge in estate planning and probate law.
• Proficiency in MS Office Suite and document management systems like iManage.
• FRP and/or CLA certifications preferred.

Nice-to-haves

• Experience with EstateWorks and HotDocs software.
• Knowledge of BNA 706 tax preparation.

Benefits

• 401(k) with employer contributions
• Dental insurance
• Life insurance
• Paid parental leave
• Paid time off
• Referral program
• Wellness programs