Probate & Trust Administration Paralegal

The Siegel Law Group•Boca Raton, FL

1d•Onsite

About The Position

Are you ready to bring your Probate and Trust Administration expertise to a respected, client-focused law firm that truly values your contributions? The Siegel Law Group, P.A., a well-established and growing South Florida firm, is seeking an experienced and detail-oriented Paralegal to join our dynamic legal team in Boca Raton. This is a meaningful opportunity for a driven, organized, and knowledgeable legal professional with a strong understanding of the Florida Probate Code and Trust Administration statutes and procedures. In this role, you will work closely with attorneys and clients, managing the probate and trust administration process from start to finish, helping families navigate important legal transitions with confidence and care.

Requirements

Minimum of 12 years of experience as a Paralegal or Legal Assistant in Florida Probate and Trust Administration.
Strong working knowledge of the Florida Probate Code, Florida Rules of Civil Procedure, and applicable trust administration statutes.
Proven experience drafting probate pleadings, estate inventories, accountings, waivers, consents, and related legal documentation.
Proficiency in managing court filings, e-filing systems (such as Florida’s ePortal), and understanding of local court practices and deadlines.
Exceptional attention to detail, organizational skills, and ability to manage multiple probate and trust administration cases simultaneously.
Strong verbal and written communication skills, with the ability to interact professionally and compassionately with clients, heirs, and third-party professionals.
Ability to analyze financial data and assist with fiduciary accountings and asset distributions.
Self-starter with the ability to work independently while also contributing to a collaborative legal team environment.
Commitment to maintaining confidentiality and upholding the highest ethical standards in all client matters.

Nice To Haves

Paralegal certification from an accredited program preferred; an Associate’s or Bachelor’s degree in Legal Studies or related field is a plus.
Experience working with case management and document automation software (e.g., Clio, or similar platforms) preferred.

Responsibilities

Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures.
Participate in client consultations alongside the attorney, assess client needs, and provide support in recommending appropriate services.
Collect and review relevant documentation and financial records; analyze assets and liabilities; develop strategic plans to facilitate the timely and successful administration of each case.
Draft legal pleadings, correspondence, and related documents required for probate and trust administration in accordance with Florida law.
Identify and resolve case-related issues.
Interpret financial data.
Prepare accurate fiduciary accountings consistent with statutory requirements.
Maintain frequent communication with clients, beneficiaries, heirs, attorneys, financial institutions, courts, government entities, and other third parties to provide case updates, gather information, and secure required signatures.
Prepare, file, and monitor court submissions across various Florida jurisdictions, ensuring timely receipt of court orders and judicial approvals.
Ensure compliance with statutory deadlines, track case milestones, and manage billing and invoicing for hourly-billed matters.
Prepare and record deeds and related documents.
Coordinate with county recording offices and funeral homes to obtain required certifications and filings.
Collaborate with real estate professionals and title companies to facilitate the sale or transfer of real property in estate or trust administration matters.
Conduct legal and procedural research.
Assist in the creation of internal training materials.
Contribute to departmental improvement initiatives through participation in leadership meetings.
Work closely with the Probate Attorney to ensure cohesive case management and excellent client service throughout all phases of the probate and trust administration process.