Paralegal

AppleOne - Oviedo, FL

Full-time - Entry Level

Oviedo, FL

Administrative and Support Services

About the position

The Probate Paralegal position at a busy estate planning and elder law firm in Oviedo involves managing all aspects of probate and trust administration. The role requires strong organizational skills and the ability to work both independently and as part of a team, ensuring effective communication with clients and financial institutions.

Responsibilities

• Handling all aspects of administering formal and summary probate proceedings
• Handling all aspects of trust administration through termination or funding of ongoing trusts
• Drafting, organizing, and managing court pleadings and filings
• Meeting with and signing documents with clients
• Interacting with financial advisors and financial institutions
• Gathering and documenting estate assets and creditors

Requirements

• Experience as a probate paralegal or in a related field (e.g. estate planning, guardianship, elder law)
• Proficiency in Microsoft Office software (Word, Outlook, Excel) and other tools including Clio and Westlaw Form Builder
• 2+ years of experience in the legal field
• Ability to work effectively within a team and independently
• Excellent written and verbal communication skills
• Superior time management and organizational skills
• Ability to prioritize and coordinate multiple tasks concurrently
• Flexibility in working for multiple attorneys

Benefits

• Employer paid Blue Cross Blue Shield PPO Health Insurance for employee
• Employer paid long-term disability
• Optional Employee Benefits through Aflac and Liberty National
• Generous paid holidays
• Liberal vacation policy
• Team events luncheons, team enrichment
• Retirement plan 401k Plan, eligible after one year
• Bonus compensation for outstanding performance after 2 years of employment