probate paralegal

Fergeson Skipper, P.A.

Tax/Probate ParalegalFergeson Skipper, P.A. is a full-service law firm that offers estate planning, estate and trust administration, estate and gift taxation, business law, real estate, and litigation services. We are a forward-thinking team of experienced attorneys dedicated to providing personalized and effective solutions for our clients. We are located in Sarasota, FL and are committed to staying in sync with the city's growing economy and our clients' expectations. We offer stability and longevity in your career, competitive wages, and a well-rounded benefits package.Role DescriptionThis is a full-time role for an experienced Paralegal in our Tax/Probate department. We are looking for a motivated team-member who is detail-oriented and can manage a steady workload. This position will have a high level of contact with clients and the ideal candidate should be communicative, approachable, conscientious, and client focused.Primary responsibilities include coordinating directly with clients and team members through all aspects of estate and trust administration and related fact-finding and document preparation; file management; credit report requests; document formation and management; filing documents; meeting participation and special projects; and additional duties as assigned.Key Skillset:<ul><li>Minimum of 2 years of experience as a paralegal within the areas of Estate Planning and Probate</li><li>Experience preparing Form 706, United States Estate (and Generation-Skipping Transfer) Tax Returns</li><li>Strong detail orientation</li><li>Excellent writing, research, and proofreading skills</li><li>Time management skills to handle multiple tasks efficiently and accurately.</li><li>Independent judgment and discretion in management of workload</li><li>Ability to maintain confidentiality of sensitive information.</li><li>Professional phone etiquette and interpersonal skills</li><li>Proficiency with Excel, Word and Outlook</li><li>Knowledge of working with law firm case/document management programs</li><li>Ability to perform effectively within established time limits and ongoing deadlines</li><li>Notary Public or willing to become a Notary Public</li><li>Paralegal Certificate a plus</li></ul>Job Type: Full-timePay: $80,000.00 - $90,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Paralegal: 2 years (Required)</li><li>Probate: 2 years (Required)</li></ul>License/Certification:<ul><li>Florida Notary (Preferred)</li></ul>Ability to Commute:<ul><li>Sarasota, FL 34236 (Required)</li></ul>Ability to Relocate:<ul><li>Sarasota, FL 34236: Relocate before starting work (Required)</li></ul>Work Location: In person

Probate Paralegal

Bayer Law Office

Job Summary We are seeking a dedicated, detail-oriented and reliable Full Time Paralegal to join our law practice, focusing on probate and estate planning matters throughout Florida.Duties<ul><li>Assist attorney with probate case management from intake through closing</li><li>Prepare and file legal documents, including petitions, inventories, accountings, and estate planning documents (wills, trusts, power of attorney, etc.)</li><li>Communicate with clients and courts in a professional manner</li><li>Maintain organized case files and track important deadlines</li><li>Conduct legal research as needed</li></ul>Experience<ul><li>Proven paralegal experience supporting estate planning or probate law practices in Florida.</li><li>Strong knowledge of estate planning concepts such as trusts, wills, powers of attorney, and probate procedures.</li><li>Excellent detail and organizational skills with the ability to manage multiple cases simultaneously in a fast-paced environment.</li><li>Demonstrated proficiency in legal drafting, document review, proofreading, transcription, and contract preparation.</li><li>Familiarity with Florida court procedures and E-Filing systems.</li><li>Excellent written and verbal communication abilities.</li><li>Ability to work independently and manage multiple cases efficiently.</li></ul>HOURLY COMPENSATION BASED ON QUALIFICATIONSPay: $15.00 - $22.00 per hourWork Location: In person

Full Time Paralegal - Probate and Estate Planning (Florida)

Farrell & Grochowski

&lt;Job Summary&gt; We are seeking a proactive and detail-oriented Paralegal to join our dynamic legal team. In this role, you will support a wide range of legal functions across several practice areas, including estate planning and probate.&lt;Responsibilities&gt;.<ul><li>Draft legal documents including wills, powers of attorney, health care agents, living wills, trust, and correspondence with precision and clarity.</li><li>Draft probate documents for conservatorships and estate.</li><li>Perform client interviews and gather relevant information to assist in case development.</li></ul>&lt;Experience&gt;<ul><li>Prior paralegal experience in a law office or legal environment is preferred.</li><li>Demonstrated organizational skills with the ability to manage multiple priorities efficiently in a fast-paced setting.</li><li>Excellent writing skills for drafting clear legal documents and correspondence.</li><li>Strong proofreading and transcription abilities to ensure accuracy of all legal materials.</li><li>Effective interviewing skills for gathering detailed client information across various practice areas.</li><li>Administrative experience supporting attorneys or legal teams with clerical tasks such as filing, data entry, and document management systems use.</li><li>Exceptional phone etiquette combined with professional organizational skills to facilitate seamless office operations.</li></ul>Pay: From $25.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Paralegal

Elder Law of East Tennessee

Job Overview We are seeking an organized, detail-oriented Legal Assistant or Paralegal to support attorneys in probate, conservatorship, and elder law matters. This role involves drafting legal documents, filing court pleadings, managing case progress, and serving as a key point of contact for clients. The ideal candidate is energetic, compassionate, highly organized, and comfortable working both independently and collaboratively in a client-focused law practice.This position is full-time at 34 hours per week Monday through Thursday in our Knoxville office.Elder Care Law of Tennessee practices Life Care Planning with a focus on Elder and Special Needs Law, which are highly specialized areas of the law. Our firm is client-centered, with a focus on the unique legal needs of the elderly, individuals of all ages with special needs, and their families. We integrate legal, financial/public benefits, and care planning, delivering highly individualized services with honesty, respect, and compassion. Each case is handled with the unique goals and needs of the client at its center.Duties<ul><li>Support attorney in completion of tasks to carry out clients&rsquo; legal planning strategies.</li><li>Serve as a point of contact for clients who have questions about their planning or who need answers to questions regarding the status of their case. Listen to the client and effectively transmit the client&rsquo;s questions, needs, and goals to appropriate team members.</li><li>Utilize software systems and routinely review attorneys&rsquo; cases to ensure work for each client progresses according to the designated timeline.</li><li>Draft Powers of Attorney, Advance Care Plans, Living Wills, and Caregiver Agreements according to the attorney&rsquo;s instructions.</li><li>Draft court documents related to probates and conservatorships and file them with the court.</li><li>Draft attorney correspondence.</li><li>Assist attorneys with administrative tasks as needed (e.g. tracking or entering time in Quickbooks; naming scanned documents and uploading to Actionstep case management system).</li><li>Oversee case management of all probate and conservatorship matters assigned by the attorney.</li></ul>Qualifications<ul><li>Associate Degree in Paralegal Studies, a paralegal certificate, or a minimum of two (2) years working in a legal support (Paralegal or Legal Assistant) role.</li><li>Minimum of two (2) years of college education.</li><li>At least two (2) years of paralegal experience preferred, especially in the areas of Elder Law and/or Probate.</li><li>Strong interpersonal and customer service skills.</li><li>Comfortable working independently and confident exercising independent judgment (after training).</li><li>Excellent written and verbal communication skills.</li><li>Strong organizational and time management skills, with the ability to manage changing priorities in a fast-paced, dynamic workplace.</li><li>Highly attentive to detail, with command of business and legal writing, strong proofreading skills, basic math skills, and high standards for work product.</li><li>Comfortable working with elders, people with disabilities, their families, and other professionals.</li><li>Patient, compassionate, and tolerant toward clients and coworkers.</li><li>Very adept with computers/technology. Should already be familiar with MS Outlook, Word, and Excel; will need to quickly become proficient with Actionstep client management software, as well as Teams and Zoom.</li><li>Professional in appearance and demeanor.</li><li>Maintains the highest standards of confidentiality.</li><li>Has a clean background check and qualifies as a Notary Public.</li></ul>Pay: From $45,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee discount</li><li>Health insurance</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Experience:<ul><li>Law office: 2 years (Preferred)</li></ul>Work Location: In person

Stadig Johnson

Job Title: ParalegalReports To: The Paralegal reports the Firm Administrator.At Stadig Johnson, we are committed to building trusted, long-term relationships with our clients, as we help them achieve their goals in building lasting legacies for their families. We offer highly specialized guidance based on years of experience to successfully manage estate and wealth transfer planning, trusts and estate, gifting, tax planning, and related family advising. We empower employees to take part in building these connections and taking on challenging assignments and roles with an elevated level of responsibility in our agile work environment.Job Summary:We are seeking a detail-oriented and dedicated Paralegal to join our firm. The ideal candidate will possess a strong understanding of estate planning, trust administration, and probate processes. This role involves supporting attorneys by preparing legal documents, conducting research, and managing client communications to ensure the efficient and effective completion of client estate plans and administration of estates and trusts.Essential Duties &amp; Responsibilities1. Estate Planning Matters:a. Assist attorneys in preparation and presentation for client meetings and participate in client meetings.b. Assist attorneys in drafting and reviewing wills, trusts, powers of attorney, and other estate planning documents.c. Conduct legal research related to estate planning matters and issues.d. Coordinate with clients to gather necessary information for estate planning and preparation of documents to assist in funding of trusts and other matters for completion of the estate planning process.2. Probate Matters and Contested Trust Administration Matters:a. Prepare and file probate and related trust documents with the appropriate courts.b. Assist in the administration of contested trusts, including managing disputes and coordinating with involved parties.c. Maintain detailed records of probate activities and accountings.3. Trust and Foundation Administration Matters:a. Support the administration of trusts and foundations per the terms of the applicable trust and foundational documents, including coordination of applicable and necessary distributions.b. Ensure compliance with applicable laws and regulations in trust and foundation administration.c. Prepare necessary documentation and ensure compliance for trust and foundation administration.4. Client Lists and Annual Entity Renewals:a. Maintain and update client lists, ensuring all information is accurate and current.b. Manage annual entity renewals, including preparing and filing required documents.c. Coordinate with clients to ensure timely completion of renewal processes.5. File Management:a. Organize and manage client files, ensuring all documents are up-to-date and accurately filed.b. Implement and maintain an efficient filing system for easy retrieval of documents.c. Ensure confidentiality and security of all client information.Education, Skills and Knowledge:&middot; Bachelor&rsquo;s Degree&middot; Paralegal certificate from an ABA accredited program preferred, or a combination of education and/or experience&middot; 2-3 years of significant and substantive experience as a paralegal/legal assistant in a law firm setting.&middot; Proficient with Microsoft Word and Microsoft Excel&middot; Ability to become familiar with new programs and software (e.g., firm file management and billing program &ndash; Clio)&middot; Strong verbal and written communications skills, along with excellent proofreading skills to ensure accuracy in legal documents&middot; Strong organizational, time management and problem-solving skills&middot; Able to effectively manage multiple responsibilities concurrently&middot; Accurate with attention to details and deadlines&middot; Confidentiality&middot; Excellent interpersonal and friendly professional demeanor&middot; Must be motivated to learn and a self-starter&middot; Willingness to take on responsibility for projects and mattersWorking Conditions:This position requires the candidate to be onsite for 40 hours per week. The role involves working in a professional office environment where collaboration with team members and direct interaction with clients are essential. The candidate must be able to commit to a full-time schedule, ensuring consistent availability during standard business hours to support the needs of the team and clients effectively.Compensation and Benefits:&middot; Competitive compensation package, including the potential for earning performance bonuses, with the base salary being commensurate with experience.&middot; This position qualifies for all firm benefits, including retirement plan with firm contribution, health insurance with health savings account contributions, disability and life insurance and generous paid time off.About Stadig Johnson:Since 1993, Stadig Johnson has been committed to building trusted, long-term relationships with our clients, as we help them achieve their goals in building lasting legacies for their families. We create a unique opportunity for employees to be part of a firm that is proud to offer a family-oriented experience with opportunity to directly impact the success of the valued client relationships that we build.Job Type: Full-timePay: $75,000.00 - $90,000.00 per yearAbility to Commute:<ul><li>Minnetonka, MN 55305 (Required)</li></ul>Ability to Relocate:<ul><li>Minnetonka, MN 55305: Relocate before starting work (Required)</li></ul>Work Location: In person

Bradley Arant Boult Cummings

Position Summary: 
The Trust & Estates Paralegal plays a vital role as a team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients. The Trusts & Estates Paralegal is a multi-dimensional position drawing upon a variety of skills and competencies, best suited for a highly organized, detail-oriented individual who has a deep understanding of the law.
 
Key Responsibilities: 
<ul>
<li>Prepare IRS Estate Tax and Gift Tax returns and projections of taxable estate (GEMS-Gillett Estate Management).</li>
<li>Prepare securities valuations (EstateVal) and calculations for estate administration (Tiger Tables/Excel).</li>
<li>Assist in drafting estate planning documents and related summary illustrations (HotDocs and IGrafx).</li>
<li>Assist in drafting/proofing and recording of deeds for estates and individual clients, and complete electronic searches of land records.</li>
<li>Prepare and file pleadings for estates in multiple probate courts in Alabama.</li>
<li>Communicate with clients, CPAs and brokerage firms regarding estate administration and estate planning matters.</li>
<li>Assist with document management, discovery and support as needed for probate and estate contest litigation matters.</li>
<li>Meet with attorneys and other professionals to discuss assigned cases or projects.</li>
<li>Serve as liaison between firm, clients, advisors, and beneficiaries.</li>
<li>Develop and maintain records regarding billable hours spent on specific matters.</li>
<li>Maintain and organize matter files, documents, and correspondence.</li>
<li>Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.</li>
<li>Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.</li>
</ul>
Job Requirements: 
<ul>
<li>Bachelor's degree with ABA paralegal certification or Associates/bachelor’s degree in paralegal studies, preferred.</li>
<li>2-3 years minimum paralegal experience in Trust & Estates or Tax.</li>
<li>Detail oriented with strong proofreading skills.</li>
<li>Knowledge and understanding of legal principles and practices</li>
<li>Ability to apply understanding and knowledge of the probate process and preparing state, and federal fiduciary income and death tax returns.</li>
<li>Strong organizational and problem-solving skills.</li>
<li>Superior interpersonal skills to ensure effective communication across a diverse group of internal and external clients, attorneys and staff while maintaining high level of work quality and customer service.</li>
<li>Ability to handle confidential and sensitive information with appropriate discretion.</li>
<li>Ability to work moderate overtime.</li>
</ul>
Why Join Bradley?
 We offer more than just a job — we provide a place to build your career. Bradley offers:
 <ul>
<li>Competitive salaries, commensurate with experience.</li>
<li>Comprehensive benefits including medical, dental, vision, life, disability, and retirement.</li>
<li>Professional development support, including CLE tracking and training programs.</li>
<li>A collaborative, inclusive, and supportive culture.</li>
</ul>
Bradley is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.

Paralegal - Trusts & Estates

Law Office of Bryan Fagan

<div><h3 class="jobSectionHeader">Description</h3><div> 
We&rsquo;re Growing, Come Grow With Us! Paralegal Opportunities at The Law Office of Bryan Fagan!</div><div>
Are you a skilled, passionate paralegal who thrives in the dynamic world of family law? Do you want to work in a firm where your contributions are valued, your career is supported, and your impact is real?</div><div>
We&rsquo;re a growing family law firm looking for a rockstar paralegal who&rsquo;s ready to hit the ground running.</div><div>
 
Company Culture:
</div><div>The Law Office of Bryan Fagan is a firm that excels in family, estate planning &amp; probate, and criminal law matters. We have (11) offices in Texas: (2) offices in Houston (Corporate and River Oaks), and (1) office in Atascocita, Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, Fort Worth, and Humble.</div><div>
We offer an environment where you feel supported and appreciated at every corner. We value our paralegal team and strive to give you the best work-life balance in a team-based environment. That means you won&rsquo;t be spending your time generating new leads or searching for a new business but rather focusing on managing your clients&rsquo; cases and providing expert strategies. At the Law Office of Bryan Fagan, we recruit the top talent and invest in our people to make this a destination career and provide a workplace you can call home.</div><h3 class="jobSectionHeader"> 
Key Responsibilities</h3><div> 
Your role in our legal team includes the following responsibilities:</div><ul>
<li>Drafting pleadings</li>
<li>Preparing discovery</li>
<li>Filing documents with the court</li>
<li>Preparing trial exhibits</li>
<li>Calendaring meetings and appointments</li>
<li>Other duties as assigned</li></ul><div></div><h3 class="jobSectionHeader"> 
Skills, Knowledge and Expertise</h3><div> 
What you will bring to the role:</div><ul>
<li>A minimum of 2+ years of family law experience in Texas; 5+ years of experience is most preferred.</li>
<li>You will have an Associate&rsquo;s degree or Certificate in Paralegal Studies or a Bachelor&rsquo;s degree in a related field. In lieu of education, we will accept 7+ years of exact experience in TX.
</li><li>Excellent typing skills and computer literacy, including a solid understanding MS Office and or Google Suite applications.</li>
<li>Proficiency on Clio and TxDoc OR similar software.</li>
<li>Demonstrate proficiency to focus on details, handle multiple tasks, and remain highly organized.</li>
<li>Excellent verbal/written communication and interpersonal skills.</li>
<li>Professional demeanor and positive communicator.</li></ul> 
<h3 class="jobSectionHeader">
Benefits</h3><div> 
Enjoy Your Total Rewards Package!</div><ul>
<li>Competitive Pay: $40K-$ 80K (based on years of experience)</li>
<li>Hybrid Work Environment: 1-2 days remote work environment</li>
<li>Paid Time Off!</li>
<li>Earn up to $35K More: We offer an attractive billable hour bonus plan, paid out every 2 weeks!</li>
<li>Affordable Medical, Dental, and Vision plans</li>
<li>Also, Short/Long Term Disability Life Insurance and Voluntary Term Life Insurance</li>
<li>An outstanding 401K (5% Match!)</li>
</ul><div>Equal Opportunity Statement: 
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.</div> 
<h3 class="jobSectionHeader">
About Law Office of Bryan Fagan</h3><div>
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.</div></div>

Paralegal Family Law

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270 probate paralegal jobs Near Me

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Full Time Paralegal - Probate and Estate Planning (Florida)

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Paralegal - Trusts & Estates

Paralegal Family Law