Job Description:
An established law firm is seeking an experienced Private Client Paralegal to join its growing Orlando office. This position offers the opportunity to work closely with a highly regarded trusts and estates team in a collaborative and professional environment focused on exceptional client service.
We are looking for a detail-oriented and organised professional with strong experience in estate and trust administration who thrives in a fast-paced legal setting.
Key Responsibilities:
- Assist attorneys with estate and trust administration matters
- Coordinate asset collection, valuation, and distribution processes
- Prepare estate inventories, asset schedules, and supporting documentation
- Draft and e-file probate pleadings, trust administration documents, and accountings
- Support preparation of fiduciary income tax returns, estate tax returns, and gift tax returns
- Monitor court deadlines and maintain case calendars
- Communicate with clients, financial institutions, and third parties regarding case matters
- Proofread legal documents for accuracy and compliance
- Maintain accurate billing and time-entry records
- Utilise estate and trust administration software and Microsoft Office applications
Skills & Experience:
- Minimum of 1 hear of paralegal experience in estate and trust administration
- Strong knowledge of Florida probate procedures and e-filing systems
- Experience with federal estate, gift, and fiduciary income tax returns preferred
- ABA-approved paralegal certificate or equivalent experience preferred
- Excellent organisational and time-management skills
- Strong written and verbal communication abilities
- Ability to manage multiple priorities and deadlines
- Professional demeanor with a high level of confidentiality and attention to detail
- Proficiency in Microsoft Office Suite
What's on Offer:
- Competitive compensation package
- Collaborative and supportive team environment
- Exposure to sophisticated private client matters
- Opportunities for professional growth and development
- Stable, well-established firm culture focused on client service excellence
For a confidential discussion or to apply, please email:
[email protected]
