We are seeking a motivated, detail-oriented Paralegal with experience or a strong interest in Estate Planning, Probate, and Trust Administration to join our growing legal team.

This role is ideal for someone who thrives in a client-focused, collaborative environment and takes pride in producing accurate, high-quality work. The Paralegal will work closely with attorneys and clients throughout all stages of estate planning and estate and trust administration matters.

From preparing legal documents and managing case files to coordinating client communications and tracking important deadlines, the Paralegal plays an essential role in helping matters move forward efficiently, accurately, and professionally.

Why Join Us

We offer a supportive and collaborative work environment where team members are valued, trusted, and encouraged to grow professionally.

This position offers the opportunity to do meaningful work while helping individuals and families navigate important life decisions, administer estates and trusts, and protect the legacies they have worked to build.

Our Core Values

• Serve with Compassion & Strength: We approach clients and our work with empathy, professionalism, confidence, and care.

• Build Trust Through Communication: We communicate clearly, proactively, and consistently with clients and one another.

• Make the Process Easier: We look for ways to simplify the legal process, anticipate needs, solve problems, and create a better experience for clients and our team.

• Collaborate closely with attorneys to prepare for client meetings by organizing files, records, supporting documentation, and other relevant materials.

• Draft, review, revise, and finalize estate planning documents, probate pleadings, trust administration documents, accountings, correspondence, and related legal documents.

• Assist attorneys with probate, trust administration, estate planning, and related court or administrative filings.

• Prepare and organize documents for execution, filing, and client delivery.

• Maintain accurate, complete, and well-organized electronic and physical matter files.

• Communicate professionally and compassionately with clients, courts, financial institutions, financial advisors, and other third parties.

• Maintain strict confidentiality regarding client and Firm information.

• Monitor case deadlines, follow-up items, and assigned tasks to ensure matters progress in a timely manner.

• Proactively identify outstanding items and communicate with attorneys and team members regarding the status of matters.

• Support Firm projects and contribute to a positive, organized, collaborative, and productive work environment.

• Minimum of 3 years of paralegal or comparable legal support experience, preferably involving Estate Planning, Probate, or Trust Administration.

• Strong legal drafting, proofreading, editing, and organizational skills.

• Exceptional attention to detail and commitment to producing accurate work.

• Experience with legal practice-management software, such as Clio or a comparable platform.

• Ability to work independently while exercising sound judgment and appropriate discretion.

• Ability to follow established procedures while identifying opportunities to improve efficiency.

• Professional demeanor and a strong commitment to providing an excellent client experience.

• Ability to work effectively and collaboratively in a remote team environment.

Florida Trust & Estate Pro is a Florida law firm dedicated to helping individuals and families protect what they have built and plan confidently for the future. Our practice focuses on Estate Planning, Probate, Trust Administration, Elder Law, and Asset Protection.

We help families save time and money by avoiding painful, expensive court experiences when a loved one becomes disabled or passes away. We make probate and trust administration simple for our clients.

We believe exceptional legal service starts with an exceptional team. Our firm provides compassionate, clear, professional guidance and fosters a workplace built on accountability, teamwork, continuous improvement, and excellent client service.

We value team members who take ownership, communicate effectively, pay attention to detail, and seek solutions not just problems. We invest in technology, training, and professional development to help our team succeed.

Join us and make a meaningful difference for Florida families.