Senior Financial Analyst

Put your probate & trust skills to work where they matter.

This Jobot Job is hosted by: Hunter Dahlstrom
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $50,000 - $68,000 per year

A bit about us:

We’re an estate planning / elder-law boutique in Oviedo, focused 100% on wills, trusts, probate/administration, elder law, guardianship, etc.


We don’t do litigation—our work is about managing and preserving legacy for families.

You’ll be part of a tight-knit team that values accuracy, integrity, client care, and work you can see making a difference.

Apply here and contact Hunter Dahlstrom directly for details at View email address on click.appcast.io or View phone number on click.appcast.io (direct cell #)

Why join us?

Hands-on experience in probate, trust administration, estate planning support

Opportunity to grow in a specialty practice (no litigation distractions)

Reasonable hours (firm is not chasing every dispute / high volume litigation)

Collaborative environment — you’ll work directly with attorneys

Benefits (health, PTO) and potential bonus structure

Central Florida location with in-office expectations (you’re not remote, but you’ll have a stable, structured environment)

Job Details

Prepare estate and trust administration documents: inventories, filings, accountings, probate petitions

Coordinate with fiduciaries, beneficiaries, courts, and outside vendors (appraisers, title, banks)

Review and analyze trust instruments, wills, codicils, amendments

Facilitate communication among attorneys, clients, and third parties

Assist in client intake, document collection, and organizing supporting materials

Maintain tracking systems, deadlines, case files, and docket calendars

Oversee routine trust distributions under supervision

Handle related tasks in elder law (as needed) that tie into estates, guardianships, etc.

Required / Preferred Experience:

3+ years in probate and trust administration (full cycle)

Strong drafting skills and attention to detail

Able to interpret trust and estate documents

Experience coordinating with courts, fiduciaries, banks, appraisers

Good communication skills (written & verbal)

Familiarity with Florida probate practice is a plus

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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