Are you a detail-oriented legal professional with expertise in estate planning and trust administration? We have an excellent Wills and Trusts Paralegal Opportunity in Sarasota for an experienced individual looking to contribute to a dynamic legal team. In this role, you will assist attorneys with drafting wills, managing trust documents, coordinating estate planning strategies, and ensuring compliance with Florida probate laws. If you have a strong background in estate planning and a passion for helping clients protect their assets and secure their legacies, this position offers a fulfilling and growth-oriented career path.
About This Role
The Wills and Trusts Paralegal Opportunity in Sarasota, FL is a fantastic chance to work on a variety of estate planning matters, including revocable and irrevocable trusts, powers of attorney, and advanced healthcare directives. This role requires excellent document management skills, the ability to conduct legal research on estate laws, and experience in trust administration and probate filings. As a key part of the legal team, you will support attorneys by preparing legal documents, liaising with clients, and ensuring that all estate plans are executed efficiently. If you are looking for a role where you can make a meaningful impact on clients’ futures while advancing your legal career, this opportunity is perfect for you.
Key Responsibilities: Wills and Trusts Paralegal
As a Wills and Trusts Paralegal, you will play a crucial role in assisting attorneys with estate planning, trust administration, and probate matters. This position requires a strong understanding of Florida estate laws, exceptional organizational skills, and the ability to manage multiple client cases efficiently. Your key responsibilities include:
Estate Planning Document Preparation
- Draft, review, and proofread estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives.
- Assist attorneys in creating customized estate plans tailored to clients’ needs, ensuring legal compliance.
- Prepare trust funding documents, including asset retitling, beneficiary designations, and deeds for property transfers.
Trust Administration Support
- Assist with the administration of revocable and irrevocable trusts, ensuring compliance with trust terms and state laws.
- Prepare trust accountings, distribution schedules, and trustee notifications.
- Work with trustees, financial advisors, and tax professionals to coordinate trust funding, tax filings, and asset management.
- Monitor deadlines for required trust distributions and ensure proper execution of fiduciary responsibilities.
Probate and Estate Administration
- File petitions for probate, letters of administration, and other necessary court documents to initiate and manage estate settlements.
- Track deadlines for estate filings, required notices, and court appearances.
- Assist in gathering and valuing estate assets, including real estate, bank accounts, stocks, and personal property.
- Prepare estate inventories, accountings, and reports for executors, beneficiaries, and courts.
Client Communication and Support
- Serve as a primary point of contact for clients, providing guidance on the estate planning process and answering general legal inquiries.
- Coordinate client meetings with attorneys, ensuring necessary documents are prepared and signed correctly.
- Assist clients with trust funding, asset transfers, and beneficiary designations.
Legal Research and Compliance
- Conduct legal research on state and federal estate planning laws, tax implications, and trust regulations.
- Stay up to date on changes in estate planning statutes, ensuring that documents and processes comply with the latest legal requirements.
- Summarize legislative updates and case law that may impact estate planning strategies.
Real Estate and Asset Transfers
- Draft and record deeds for real estate transfers into trusts or as part of estate distributions.
- Work with title companies, financial institutions, and brokerage firms to facilitate property and asset transfers.
- Ensure that asset titling aligns with estate planning documents to minimize probate complications.
Tax and Financial Planning Assistance
- Work with CPAs and financial planners to coordinate estate tax planning strategies for high-net-worth clients.
- Assist in preparing estate and trust tax documents, including fiduciary income tax returns and estate tax filings.
- Monitor and track gift tax exemptions, charitable contributions, and generation-skipping tax considerations in estate plans.
Litigation and Dispute Resolution Support
- Assist attorneys in cases involving will contests, trust disputes, and fiduciary duty claims.
- Prepare litigation documents, such as discovery requests, affidavits, deposition summaries, and settlement agreements.
- Organize evidence, coordinate depositions, and assist attorneys in preparing for estate and trust litigation hearings.
Court Filing and Case Management
- Electronically file legal documents with Florida probate and estate courts, ensuring compliance with all jurisdictional requirements.
- Track case progress, maintain case files, court deadlines, and correspondence, and manage workflow for multiple estate planning clients.
- Prepare exhibits, witness lists, and trial materials for estate litigation proceedings.
Confidentiality and Ethical Responsibilities
- Maintain strict confidentiality regarding client financial information, estate plans, and legal proceedings.
- Adhere to all ethical standards in estate planning, ensuring client interests are protected.
- Ensure compliance with fiduciary duties and legal obligations in all estate and trust matters.
This Wills and Trusts Paralegal role offers a challenging yet rewarding career in estate planning, trust administration, and probate law. If you have experience in estate law, excellent document management skills, and a passion for helping clients secure their legacies, this is an excellent opportunity to join a respected legal team in Sarasota.
Why This Opportunity Stands Out
The Wills and Trusts Paralegal Opportunity in Sarasota offers an exciting and rewarding career path for legal professionals who are passionate about estate planning and trust administration. Here’s what makes this role stand out:
- Work with a Reputable Law Firm – Join a well-established legal team specializing in estate planning, wills, trusts, and probate law.
- Engage in Meaningful Legal Work – Help families secure their assets, establish estate plans, and navigate complex legal processes with confidence.
- Gain Specialized Experience in Estate Planning – Build expertise in drafting trusts, wills, and estate planning documents while working on high-value estates and complex fiduciary matters.
- Professional Growth and Career Advancement – This role offers mentorship, continuing legal education opportunities, and a pathway to senior-level positions in estate law.
- Collaborate with Experienced Attorneys – Work directly with top estate planning attorneys, gaining hands-on experience in trust administration and probate litigation support.
- Diverse and Challenging Caseload – Handle a mix of estate planning, trust funding, asset transfers, probate filings, and litigation support, ensuring a dynamic and engaging work environment.
- Competitive Salary and Benefits Package – Enjoy competitive compensation, performance-based incentives, and benefits, including health insurance, 401(k) options, and paid time off.
- Thriving Legal Market in Sarasota – Sarasota is a growing market for estate planning services, providing long-term job security and networking opportunities within the legal community.
If you are looking for a career that allows you to make a real difference in people’s lives while enhancing your estate planning expertise, this Wills and Trusts Paralegal role in Sarasota is an outstanding opportunity to achieve your professional goals.
FAQs About the Role
Q: What qualifications are required for this position?
A: A bachelor’s degree in legal studies, business, or a related field or a paralegal certification is required. Candidates should have at least 3-5 years of experience in estate planning, trust administration, or probate law.
Q: What are the primary responsibilities of this role?
A: You will assist attorneys with drafting wills and trusts, managing estate planning documents, coordinating trust administration, conducting legal research, and ensuring compliance with Florida estate laws.
Q: Does this role involve client interaction?
A: Yes, you will communicate regularly with clients, trustees, beneficiaries, financial advisors, and court personnel throughout the estate planning and administration process.
Q: Is prior experience in estate planning and trust law necessary?
A: Yes, candidates must have experience in wills, trusts, estate planning, or probate law, with strong knowledge of Florida estate statutes.
Q: What software and tools will I need to use?
A: You will use case management software, legal research platforms (such as Westlaw or LexisNexis), document preparation tools, and electronic court filing systems.
Q: Will I assist with probate filings and estate settlements?
A: Yes, part of your role will involve preparing probate documents, filing estate administration paperwork with the court, and ensuring proper execution of estate plans.
Q: What makes this role different from other paralegal positions?
A: This position provides a specialized focus on estate planning, wills, trusts, and probate administration, offering a unique opportunity to build expertise in a growing legal field.
Q: Is this a full-time position?
A: Yes, this is a full-time role based in Sarasota, offering long-term career stability and growth opportunities.
Q: What kind of clients will I work with?
A: You will work with individuals, families, business owners, and trustees who are planning their estates or administering existing trusts and wills.
Q: Are there growth opportunities in this role?
A: Absolutely! This role provides professional development, mentorship, and the opportunity to specialize in estate law, positioning you for career advancement in estate planning and probate law.
If you are looking for an exciting career in estate law, this Wills and Trusts Paralegal opportunity in Sarasota offers the perfect platform to grow professionally while making a meaningful impact on clients’ lives. Apply today!
How to Apply for This Wills and Trusts Paralegal Opportunity in Sarasota
If you’re an experienced legal professional looking to advance your career in estate planning and trust administration, don’t miss this opportunity to secure one of the most rewarding Wills and Trusts Paralegal jobs in Sarasota. Submit your resume and cover letter today to join a firm dedicated to helping clients protect their assets and secure their legacies.
This position offers the chance to work on complex estate planning cases, collaborate with top attorneys, and develop specialized expertise in wills and trusts. With competitive compensation, career growth opportunities, and exposure to high-value estate planning, this role is ideal for motivated paralegals ready to take their legal career to the next level. Don’t wait—apply now and become an essential part of a leading estate planning team!
For more information about similar opportunities or to explore how JRG Partners can assist in your legal career advancement, visit our Paralegal Recruiters Sarasota, FL page.
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