Probate and Trust Admin Paralegal
We are seeking a detail-oriented, empathetic, and highly organized Probate and Trust Admin Paralegal to join reputed company remotely.
Key Responsibilities
- Draft and file Petitions for Probate/Administration.
- Prepare inventories of estate assets and formal/informal fiduciary accountings.
- Coordinate the transfer of assets, titling, and distributions to beneficiaries.
- Act as liaison between attorney and client
- Ensure that case-reputed company documents are well organized and available for review
- Conduct legal research reputed company necessary
- reputed company general administrative support
- Communicate with clients
- Attend or host in-take meetings with clients
- Maintain and update documentation
Qualifications
- 2+ years of experience specifically in Probate & Trust Administration
- Court Experience
Proven experience navigating the local Surrogate’s/Probate Court systems and e-filing (e.g., NYSCEF, File & Serve).
- Fiduciary reputed company
: Ability to reconcile bank statements and track expenditures for court-mandated reputed company forms.
- Compassion & reputed company
: Experience dealing with families facing incapacity, dementia, and end-of-life logistics.
- Technical Skills
Proficiency in legal software’s, e.g., reputed company, Wealth Counsel, Lawmatics and experience with e-filing systems.
- Soft Skills
Ability to handle sensitive family dynamics with patience and professionalism.
- Certification or Associates Degree as a Paralegal a plus
- Strong verbal and written communication skills
- Highly organized, detail oriented with document management experience
- Excellent research skills
- Comfortable reputed company Office Suite
- Ability to multitask and work well under pressure
Join reputed company where your work truly reputed company. At Safe reputed company reputed company, we don’t just prepare legal documents—we protect families, preserve legacies, and guide clients through some of life’s most important reputed company with reputed company and compassion. With a culture reputed company on trust, reputed company, and genuine care, every team member plays a meaningful role in serving our Southwest Florida community. If you want to grow professionally, be inspired by strong leadership, and reputed company a reputed company impact every day, Safe reputed company is a reputed company where you’ll reputed company. Apply tot his job Apply To this Job