Probate Estate Planning Trust accounting Paralegal or legal assistant

Job Overview
We are seeking a detail-oriented and proactive Probate Estate Planning Trust Accounting Paralegal or Legal Assistant to join our dynamic legal team. In this role, you will play a vital part in managing estate planning, probate, and trust administration cases, ensuring accuracy and compliance throughout the process. Your expertise will support attorneys in preparing legal documents, conducting research, and maintaining meticulous case management systems. This position offers an exciting opportunity to work on complex legal matters while developing your skills in estate law, trust accounting, and related legal disciplines. The ideal candidate will be energetic, organized, and passionate about delivering exceptional legal support.

Duties

• Assist attorneys with estate planning, probate proceedings, and trust administration by preparing and reviewing legal documents such as wills, trusts, powers of attorney, and court filings.
• Manage trust accounting records, ensuring accurate tracking of assets, distributions, and fiduciary responsibilities in compliance with applicable laws.
• Conduct comprehensive legal research using tools like LexisNexis and Westlaw.
• Perform document review and manage case files using document management systems; ensure all records are organized and up-to-date.
• Support project management efforts by coordinating deadlines, scheduling client interviews, and maintaining detailed case timelines.
• Draft legal correspondence, reports, summaries, and other documents with precision; proofread for accuracy and clarity.
• Provide administrative support including data entry, filing, transcription, phone etiquette, and maintaining organized electronic and physical files.

Qualifications

• Paralegal experience or legal administrative experience with a strong understanding of estate planning, probate law, or trust administration.
• Proficiency in legal research tools such as LexisNexis and Westlaw.
• Excellent organizational skills with the ability to manage multiple cases simultaneously while maintaining attention to detail.
• Strong writing skills for drafting legal documents and correspondence; proofreading and transcription abilities are essential.
• Effective interviewing skills to gather client information accurately; professional phone etiquette is required.
• Ability to handle confidential information discreetly while demonstrating excellent clerical skills including data entry and filing.
• Join our team to contribute your expertise in a fast-paced environment where your efforts directly impact clients’ lives! We value energetic professionals committed to excellence in legal support services who thrive on collaboration and continuous learning.

Pay: $18.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Paralegal: 1 year (Required)

Ability to Commute:

• Bradenton, FL 34205 (Required)

Work Location: In person