Estate Administration & Title Specialist / Personal Representative

Why EstateCo

We are Florida’s "white-knight" estate advocates, rapidly growing and committed to protecting value for heirs by meticulously and quickly managing complex estates. You will serve as the functional Personal Representative, running point on a high-volume portfolio from legal initiation through asset administration, debt resolution, and final. distribution. You'll work cross-functionally with our Legal, Real Estate, and Accounting teams.

What You’ll Do

This high-impact role blends legal, financial, and real estate expertise, with duties structured approximately as follows:

Estate Administration (50%): Execute the full scope of Personal Representative duties:

• Locate, inventory, and secure all real and personal property.
• Verify and apply for all benefits (annuities, retirement, life insurance, social security, veteran's).
• Manage utilities, obtain forward mail, and notify beneficiaries.
• Determine cash needs for estate expenses, taxes, and debt, coordinating asset sales if necessary.
• Oversee the final distribution of assets and specific devises.

Paralegal & Compliance (25%): Prepare and submit all legal documents for the probate process:

• Draft and file Petitions, Inventories, Accountings (interim and final), and Discharge documents.
• Review and file tax returns (decedent's final income, federal/state estate, gift, intangible).
• Check Probate Court records for claims; file objections where applicable.
• Ensure all filings meet statutory deadlines and keep case files audit-ready.

Title & Lien Resolution (25%): Manage the financial clearance required for asset transfer:

• Obtain and review title commitments for all estate properties.
• Coordinate property tax, HOA/condo fee, and utility payoff requests.
• Crucially, actively negotiate down outstanding liens, debts, and claims to maximize estate net value.
• Verify credit for any estate tax paid on prior transfers.

You’re a Fit If You Have

• Proven Experience: A minimum of 5+ years of experience as a Paralegal is mandatory.
• Title Expertise: 5+ years of experience in Property Title or a closely related real estate conveyance/closing role is strongly preferred.
• Financial Acumen: Significant experience in Accounting or comprehensive financial management (e.g., trust administration, tax preparation) is preferred.
• Legal Background: Some college is required. A Juris Doctor (JD) is strongly preferred.
• Execution & Organization: Exceptional ability to manage 30+ complex files simultaneously without dropping critical deadlines or financial details.
• Negotiation Skills: Confidence and experience in effectively negotiating with creditors, lien holders, and third parties to achieve favorable financial outcomes for the estate.
• Communication: Clear, professional, and empathetic communication with beneficiaries, courts, and financial institutions.

The Work Environment

• This is an on-site role in Orlando, FL to start.
• The position will transition to a hybrid model after a successful 6–8 month performance review period.
• Remote/Out-of-State Candidates: Will only be considered if they are a "Unicorn," possessing 5+ years Paralegal, 5+ years Property Title, 5+ years Accounting, AND a JD.

How We Measure Success

• Friction Removed: Successful clearance and negotiation of complex liens and debts.
• Filing Integrity: Zero deficiencies in court filings; 100% on-time tax and probate document submission.
• Asset Maximization: Effective verification and capture of all estate benefits and assets.
• Speed & Compliance: Timely progress across all 40+ steps of the Personal Representative duty checklist.

What We Offer

• Competitive compensation at $100,000/year plus a comprehensive benefits package.
• A clear growth path within a unique, high-value segment of the legal/real estate industry.
• A mission-driven culture built on advocacy, transparency, and execution.

Apply: Send your resume (PDF) and 3-5 bullet highlights of relevant wins and experiences.

Job Type: Full-time

Pay: $100,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Work Location: Hybrid remote in Orlando, FL 32803