Probate Paralegal

Job Description

Job Description

We are seeking a knowledgeable and detail-oriented Probate Paralegal to support attorneys in all phases of estate planning, probate, and trust administration. This role is essential to delivering high-quality legal services and requires a proactive professional who can manage multiple matters, maintain accuracy, and interact with clients with professionalism and empathy. The ideal candidate thrives in a fast-paced legal environment and demonstrates strong organizational skills, sound judgment, and a collaborative mindset.

$70,000 - $75,000 yearly

• Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits
• Coordinate law office activity, including the drafting subpoenas and coordinating with process servers
• Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and other administrative duties as needed
• Gather information about legal issues from the client in interviews
• Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings

• Assist attorneys with probate and trust administration matters from inception through resolution

• Prepare probate and trust administration filings, including petitions, notices, inventories, accountings, and court-related documents

• Manage probate and trust timelines and ensure compliance with court deadlines and statutory requirements

• Communicate with clients, beneficiaries, financial institutions, courts, and other third parties in a professional and compassionate manner

• Collect, organize, and maintain client information and documentation related to probate matters

• Assist with asset identification, beneficiary designations, and funding of trusts

• Assist with execution of estate planning documents and notarization requirements

• Maintain organized electronic and physical case files in accordance with firm procedures

• Track tasks, deadlines, and case progress to ensure matters move forward efficiently

• Handle confidential and sensitive information with discretion and professionalism

• Support attorneys with legal research and administrative tasks as needed

• Assist with special projects and additional duties as assigned

• Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference
• Excellent organizational skills, and time-management skills
• 3 years of experience in legal services under an attorney or lawyer in a law firm setting
• Must have strong interpersonal skills and talent for writing and grammar

• Probate and/or Trust Administration Experience

• Experience with Westlaw, Lexis Nexis, or similar

• Paralegal certificate or associate/bachelor’s degree preferred but not required

• Knowledge of Florida probate procedures required

• Strong drafting skills and attention to detail

• Excellent written and verbal communication skills

• Ability to manage multiple cases and deadlines in a fast-paced legal environment

• High level of professionalism, discretion, and judgment when handling confidential matters

• Proficiency in Microsoft Office and legal case management systems

• Ability to work independently while collaborating effectively with attorneys and staff

• Client-focused mindset with strong interpersonal skills

The Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law.