Paralegal

Trusts & Estates ParalegalMidsize Law Firm – Boca Raton, FLHybrid ScheduleCompensation: Up to $160,000OverviewOur client, a well‑regarded midsize law firm in Boca Raton, is actively seeking an experienced Trusts & Estates Paralegal to join its growing Private Client/Trusts & Estates practice. This hybrid role offers the opportunity to work alongside highly respected attorneys on sophisticated estate planning, trust administration, and estate settlement matters.This position is ideal for a polished, detail‑oriented paralegal with deep knowledge of Florida Surrogate’s Court procedures and the ability to manage complex estate and trust files independently.Key ResponsibilitiesEstate AdministrationPrepare and file probate and administration petitions in New York Surrogate’s Court.Assist with collecting and valuing assets, preparing asset inventories, and coordinating appraisals.Draft correspondence, notices, affidavits, and supporting documents for court filings.Oversee deadlines, filings, and compliance throughout the estate administration process.Trust AdministrationPrepare trust accountings, summaries, and financial schedules.Assist with ongoing trust funding, distributions, and documentation.Coordinate with fiduciaries, beneficiaries, financial institutions, and accountants.Maintain organized trust files and ensure timely follow‑ups on required actions.Estate Planning SupportDraft initial versions of wills, trusts, powers of attorney, health care proxies, and other estate planning documents.Manage signature pages, execution ceremonies, and document binders.Maintain client information, organizational charts, and planning summaries.General Paralegal & Client SupportMaintain detailed records of client assets, transactions, and correspondence.Handle court e‑filings and ensure all submissions meet procedural requirements.Assist attorneys with research, document organization, and preparation for client meetings.Serve as a client‑facing resource, providing updates and ensuring a high standard of service.Qualifications5+ years of Trusts & Estates paralegal experience in a law firm environment.Strong command of Florida Surrogate’s Court procedures.Experience with estate and trust accountings, probate filings, and estate tax returns (federal and NYS).Ability to manage multiple matters simultaneously with exceptional organization and accuracy.Excellent writing, communication, and interpersonal skills.Proficiency with document management systems, Microsoft Office, and trust/estate accounting software.High degree of professionalism and discretion when working with sensitive and confidential client information.Why This Opportunity Stands OutHighly competitive compensation—up to $160,000.Hybrid schedule offering both flexibility and meaningful in‑office collaboration.Opportunity to work on sophisticated T&E matters in a respected midsize firm environment.Supportive, collegial team with strong attorney‑paralegal partnership.Clear long‑term growth potential within a thriving practice.