Paralegal

Paralegal – Probate & Trust Administration

Location: Palm Beach Gardens, Florida
Salary: $75,000–$95,000 per annum, depending on experience

About the Opportunity

An established and highly regarded law firm is seeking a detail-oriented Paralegal specialising in Probate, Trust Administration and Estate Settlement to join its team in Palm Beach Gardens, Florida.

This is an excellent opportunity for an experienced paralegal to support attorneys with a varied caseload involving probate proceedings, estate administration, trusts and guardianships. The successful candidate will play a key role in managing estate and trust matters, coordinating with clients and beneficiaries, and ensuring the smooth administration and distribution of assets.

Key Responsibilities

• Prepare pleadings and supporting documentation to initiate probate and guardianship proceedings.
• Manage and maintain files relating to estate administration, trust administration and guardianship matters.
• Review estate planning documents, wills and trust agreements.
• Prepare trust administration documentation, including trustee acceptances, resignations and declinations.
• Prepare trust and estate accountings and assist with financial reporting.
• Draft legal correspondence, memoranda and other relevant documentation.
• Liaise with attorneys, clients, beneficiaries and family members throughout the administration process.
• Monitor trust and estate accounts and coordinate the payment of ongoing expenses.
• Research and verify asset and liability information relating to trusts and estates.
• Prepare deeds and documentation relating to the transfer of assets, including vehicles, brokerage accounts and cash distributions to beneficiaries.
• Gather and organise documentation required for estate, income and gift tax returns.
• Collaborate with relevant professionals on the preparation of trust and estate tax returns.
• Conduct legal research relating to probate, estate administration and guardianship matters.
• Assist with locating beneficiaries where required.

Candidate Requirements

The ideal candidate will have:

• At least three years of relevant experience as a Paralegal or in a fiduciary accounting role.
• Experience handling probate, trust administration and estate settlement matters.
• A degree in Business Administration or a related discipline is preferred.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Strong organisational skills, exceptional attention to detail and the ability to maintain accurate electronic records.
• Excellent written and verbal communication skills.
• The ability to manage competing priorities, multitask effectively and meet deadlines.
• A proactive, professional approach and the ability to work collaboratively with attorneys, clients and beneficiaries.

Salary & Benefits

• Salary: $75,000–$95,000 per annum, depending on experience.
• Competitive benefits package.
• 25 days of paid time off during the first year, increasing to 30 days from the first anniversary.
• 37.5-hour working week.
• Office-based position in Palm Beach Gardens, Florida.

Interested?

If you have experience in probate, trust administration or estate settlement and are looking for your next opportunity within a respected legal environment, we would be pleased to hear from you.

Pay: $75,000.00 - $90,000.00 per year

Work Location: In person