Probate Paralegal Job at Robert Half (Coconut Grove, Florida)

Probate Paralegal

A well-established and highly respected law firm is seeking an experienced Proba...

Location

United States , Punta Gorda

Salary:

60000.00 - 75000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of probate or estate administration experience
Experience preparing IRS Form 706 strongly preferred
Strong organizational skills and attention to detail
Ability to manage deadlines and work independently
Professional, client-focused communication style
Experience with fiduciary accounting is a plus
At least 3 years of experience supporting probate, estate administration, or closely related legal matters
Demonstrated ability to draft probate-related documents and manage case activity with a high degree of accuracy
Strong organizational skills with the ability to prioritize multiple matters and meet deadlines independently
Strong written and verbal communication skills and a client-service mindset when handling sensitive situations

Job Responsibility

Manage probate and estate administration matters from start to finish
Draft and prepare probate filings and supporting legal documents
Assist with asset collection, valuation, and distribution
Track and manage creditor claims and deadlines
Support preparation of estate tax filings, including IRS Form 706
Communicate directly with clients, providing guidance throughout the process
Work closely with attorneys to ensure smooth case progression

What we offer

Medical, dental, and vision insurance
401(k) retirement plan
Paid time off and holidays
Continuing education and professional development support
Stable, team-oriented work environment

Fulltime

Probate Paralegal

Are you an experienced probate paralegal looking to join a dynamic, collaborativ...

Location

United States , Sunnyvale

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years probate paralegal experience in a law firm or legal department
In-depth knowledge of probate procedures and court requirements
Strong drafting, analytical, and organizational skills
Professional communication and client service abilities
Proficiency with legal management and document systems (e.g., Clio, NetDocuments, or similar)
Paralegal certificate or equivalent education preferred
Attention to detail and ability to manage multiple cases simultaneously

Job Responsibility

Draft and file probate petitions, estate administration documents, and related court forms
Assist attorneys with trust administration, guardianships, and estate planning
Manage probate calendars, deadlines, and case files
Conduct research on probate codes, rules, and property transfers
Communicate with beneficiaries, executors, and clients regarding estate matters
Review, organize, and summarize financial documentation and asset inventories
Prepare accountings, inventories, and reports for court submission
Coordinate filings and correspondence with local courts and government agencies
Monitor case status, update systems, and maintain confidential records

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Fulltime

Estate and Probate Paralegal

A full service law firm seeks an Estate and Probate Paralegal for their Tampa of...

Location

United States , Tampa

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Must have bachelor's degree or comparable experience
Must have a minimum of five years of law firm administrative experience, preferably ten or more as a probate paralegal
Working knowledge of Microsoft Office, including extensive knowledge of Outlook, Word, Excel and experience working with law firm case management and billing software required
Ability to work efficiently and effectively under pressure and time constraints
Ability to effectively balance assignments and workflow
Ability to multitask and handle multiple responsibilities and high volume is crucial
Strong attention to detail, initiative, and follow-through required
Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information
Establish and maintain effective working relationships with employees, other departments, vendors, and the public
Significant client facing experience

Job Responsibility

Prepare and maintain probate files
Draft, revise, and file probate documents such as petitions, orders, inventories, and accountings
Ensure all probate documents are filed with the court on time and track deadlines
Monitor probate proceedings and update attorneys accordingly
Maintain current knowledge of the rules of procedure governing probate courts, including the procedures to file pleadings with different courts in compliance with individual court requirements across multiple jurisdictions
Handle written and oral correspondence with clients, attorneys, and court personnel
Prepare IRS forms including federal Estate and Gift Tax returns (IRS Form 706 US. Estate (and Generation-Skipping Transfer) Tax Returns, Form 709 and Form 1023 (Application for Tax-Exempt Status) and related documents
Work closely with clients to answer general questions regarding status of administration and related assets
Prepare various corporate documents, including formation of various business and family entities (corporations, limited liability companies, and partnerships), transfers to and from such entities, transfer of ownership interests to various trusts, and drafting resolutions, and maintaining equity or stock ledgers
Preparation of deeds and other real estate related documents

Fulltime

Estate Planning & Probate Paralegal

A midsized, full-service firm in north Seattle is seeking an experienced Estate ...

Location

United States , Edmonds

Salary:

65000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2+ YOE in Estate Planning, Probate and Trust matters in Washington state
Prior experience shelling wills, trusts and estate planning documents, pleadings and probate litigation docs
Knowledge of time billing procedures and previous experience tracking billable time
Familiar with King County and Snohomish County court procedures, deadlines and e-filing protocol
Organized, collaborative and eager to work with a great team in a friendly environment

Job Responsibility

Support multiple attorneys
Meet 80 billable hours per month

What we offer

Medical insurance
Dental insurance
Vision insurance
Life insurance
401k with company contributions
2-3 weeks PTO DOE plus additional sick time
Court holidays paid
Flexible work from home 2 days per week after 90 days

Fulltime

Estate Planning and Probate Paralegal

We are looking for a detail-oriented and experienced Paralegal to join our team ...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Paralegal certificate or associate’s degree required
a bachelor’s degree is preferred
Minimum of 2 years of experience in estate planning or probate law
Proficiency in Microsoft Office and legal software such as Clio or MyCase
Strong organizational skills and meticulous attention to detail
Excellent written and verbal communication abilities
Familiarity with trusts, estates, and tax-related legal documents
Ability to manage multiple tasks and deadlines effectively
Knowledge of estate law and planning processes

Job Responsibility

Prepare and draft estate planning documents, including wills, trusts, and powers of attorney
Organize and manage client files to ensure accuracy and accessibility
Coordinate document execution processes and handle post-signature follow-up tasks
Maintain clear and effective communication with clients, attorneys, and financial institutions
Assist with probate filings and conduct legal research to support case preparation
Ensure compliance with legal standards and deadlines for all documentation
Utilize legal software to streamline processes and maintain case records effectively
Provide administrative support to attorneys in estate planning and probate matters
Stay updated on legal trends and changes in estate law to enhance service delivery

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Estate Planning Probate Paralegal

Dvorak Law Group is seeking an experienced and highly organized Estate Planning ...

Location

United States , Omaha

Salary:

Not provided

Dvorak Law Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or paralegal certificate from an ABA-accredited program preferred
5+ years of estate planning, trust administration, or probate paralegal experience in a law firm or financial institution
Strong knowledge of estate planning procedures, probate filings, trust administration, and related documentation
Excellent organizational skills with the ability to manage large volumes of information and multiple deadlines
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), PDF tools, and legal practice management systems
Strong attention to detail, proofreading, and document formatting skills
Excellent interpersonal and communication skills, with the ability to interact effectively with attorneys, clients, and staff
Ability to work independently and collaboratively in a fast-paced, team-oriented environment
Commitment to confidentiality, discretion, and client service
Must be willing to undergo a background check

Job Responsibility

Assist attorneys with all aspects of estate planning, trust administration, and probate matters
Draft, revise, and format estate planning documents such as wills, trusts, powers of attorney, advance directives, deeds, and related documents to firm standards
Prepare initial drafts of documents, maintain checklists, and incorporate revisions from drafting sessions
Manage the organization and administration of estate and trust files, including asset inventories, accountings, tax documents, and beneficiary correspondence
File documents with the appropriate courts and agencies to ensure compliance with state and federal requirements
Communicate directly with clients, financial institutions, and other third parties to request information, provide updates, and ensure timely responses
Coordinate workflow and delegate tasks to support teams to ensure accuracy, timeliness, and efficiency
Maintain and update estate planning and trust administration databases and client records
Support client billing matters by preparing billing letters, tracking time, and handling related administrative tasks
Organize and manage electronic and paper files in accordance with firm standards

What we offer

Group Health Insurance (shared employer/employee cost)
Group Dental Insurance (shared employer/employee cost)
Vision Insurance (employee paid)
Short-Term Disability Insurance (employee paid)
Critical Care Insurance (employee paid)
Accident Insurance (employee paid)
401(k) Plan (employee contribution/employer match)
Long-Term Disability Insurance (employer paid)
Life Insurance (employer paid)
Dependent Care FSA (employee paid)

Fulltime

Estate and Probate Paralegal

We are looking for an Estate and Probate Paralegal to join a prominent law firm ...

Location

United States , New Albany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in estate planning and/or probate preferred
Strong organizational and time-management skills
Excellent written and verbal communication
Proficiency with Microsoft Office and legal software

Job Responsibility

Prepare and file probate court documents and pleadings
Assist with estate administration and case management
Draft correspondence and basic legal documents
Communicate with clients, courts, and third parties
Maintain calendars, deadlines, and organized case files

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Estate Planning and Probate Paralegal

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and embrace the fl...

Location

United States , Miami

Salary:

30.00 - 31.00 USD / Hour

Woven Legal

Expiration Date

Until further notice

Requirements

strong background as a paralegal working estate planning
Probate and Guardianships
excellent organizational skills
proficiency in legal software and tools relevant to estate management
strong analytical abilities
effective communication skills
attention to detail
proactive problem-solving mindset

Job Responsibility

gather essential data related to current estate plans and assessing assets
draft wills, codicils, trust agreements, and necessary amendments
manage the preparation and recording of powers of attorney
locate witnesses for wills and notify heirs about probate proceedings
publish notices to interested parties
order vital public records
collect asset information for tax returns
handle ancillary administrations
maintain estate financial records
prepare claims for insurance proceeds

Parttime

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