Probate Paralegal

SourcePro Search • Boca Raton, FL

3d • Onsite

About The Position

SourcePro Search is seeking a highly organized and detail-oriented Probate Paralegal with a minimum of 3-5 years of experience in a law firm setting to support attorneys and provide top-tier legal assistance within the Trust and Estates Practice Group in Boca Raton.

Requirements

• Minimum of 3-5 years of experience in a law firm setting supporting Trust and Estates Practice Groups.
• Strong written communication skills.
• Strong organizational skills.
• Ability to handle a fast-paced, high-volume workload.
• Proactive approach to tasks and the ability to manage competing deadlines effectively.
• Familiarity with IRS forms, E-Filing, and billing systems.
• Exceptional client communication skills.
• Commitment to confidentiality.

Responsibilities

• Provide comprehensive legal support to attorneys within the Trust and Estates Practice Group.
• Prepare probate pleadings, legal documents, and maintain client files, ensuring accuracy and attention to detail.
• Marshal inventory and manage the distribution of assets.
• Handle IRS forms, including gift tax (709) and estate tax (706) returns.
• Record deeds and documents with courts and utilize E-Filing systems.
• Proofread all correspondence and legal documentation for precision and quality.
• Assist with billing tasks, including preparing invoices, cover letters, and maintaining client billing records.
• Communicate daily with clients in a professional and confidential manner.
• Prepare documents for client signings and ensure all required paperwork is finalized on time.

Benefits

• Heavily subsidized health insurance premiums.
• Firm-paid HSA contributions ($600–$1,200 annually).
• 100% firm-paid employee-only premiums for dental and vision insurance, with affordable dependent coverage options.
• Tax-advantaged accounts, including Flexible Spending and Dependent Care Accounts.
• Firm-paid life insurance and long-term disability insurance.
• Employee Assistance Program (EAP).
• 11 paid holidays in 2024, plus generous PTO for full-time employees.
• Immediate eligibility for 401(k) plans, with discretionary firm matching contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed