Are you a seasoned legal professional with extensive experience in probate law, estate administration, and fiduciary compliance? We are seeking a highly skilled Senior Probate Paralegal Position in Orlando to join a prestigious law firm specializing in complex estate settlements, trust management, and probate litigation. In this role, you will work closely with attorneys to handle high-value estate cases, prepare probate court documents, oversee trust distributions, and ensure estate tax compliance. If you have a strong background in formal and summary administration, contested wills, fiduciary accounting, and estate planning, this opportunity offers career growth and the chance to work on high-profile estate matters with an esteemed legal team.
About This Role
The Senior Probate Paralegal Position in Orlando is designed for an experienced professional looking to lead and manage probate case administration, trust settlements, and estate planning support. You will take the lead in drafting legal documents, assisting in probate filings, coordinating with executors and trustees, and ensuring that estate plans comply with Florida probate laws.
Your responsibilities will include tracking estate assets, overseeing legal filings, maintaining court deadlines, and facilitating communication with beneficiaries, attorneys, and financial advisors. This role provides an opportunity to work on intricate probate cases, assist in estate dispute resolution, and collaborate with a top-tier team of estate attorneys. If you are passionate about probate law and estate planning, this position is an excellent fit for your expertise.
Key Responsibilities for the Senior Probate Paralegal Position in Orlando
As a Senior Probate Paralegal in Orlando, you will play a critical role in managing complex estate administration cases, coordinating probate filings, and ensuring compliance with fiduciary laws. Your expertise in probate law, estate settlements, trust administration, and tax compliance will be instrumental in supporting attorneys and clients through the estate planning and probate process. Below is a detailed breakdown of your key responsibilities:
Probate Case Management and Administration
- Oversee the entire probate process, from initial case intake to estate distribution and final settlement.
- Assist attorneys in managing formal and summary administration cases while ensuring compliance with Florida probate laws.
- Track court deadlines, estate notices, and compliance filings to ensure all probate matters are completed on time.
Drafting and Filing of Probate Court Documents
- Prepare and file petitions for probate, letters of administration, estate inventories, and final accountings.
- Draft waivers, affidavits, estate distribution agreements, and motions for probate court proceedings.
- Ensure that all legal documents comply with state and federal regulations and meet court submission standards.
Estate Inventory and Asset Management
- Assist in identifying, valuing, and distributing estate assets, including real estate, financial accounts, and personal property.
- Work with appraisers, financial institutions, and tax professionals to ensure accurate estate valuations.
- Maintain detailed estate records and documentation for probate court filings.
Fiduciary Accounting and Estate Tax Compliance
- Prepare estate tax returns (IRS Form 706, 709) and trust tax filings in compliance with federal and state tax laws.
- Work closely with accountants and financial planners to calculate estate taxes, inheritance tax liabilities, and exemptions.
- Ensure proper tracking of estate expenses, tax obligations, and final distributions.
Trust Administration and Estate Planning Support
- Support attorneys in administering revocable and irrevocable trusts, ensuring proper trust funding and distribution.
- Prepare and review wills, living trusts, special needs trusts, and charitable remainder trusts.
- Assist in trust compliance reviews, modifications, and fiduciary responsibility management.
Legal Research and Compliance Monitoring
- Conduct in-depth legal research on probate laws, estate tax regulations, and fiduciary responsibilities.
- Stay updated on changes in estate planning laws and compliance requirements.
- Summarize legal research findings and provide recommendations to attorneys regarding probate and estate cases.
Beneficiary Communication and Estate Distributions
- Act as a liaison between executors, trustees, attorneys, and beneficiaries, ensuring a smooth estate administration process.
- Assist beneficiaries with inheritance-related inquiries, trust distributions, and estate accounting details.
- Schedule and facilitate meetings with clients, trustees, and estate planning professionals.
Real Estate Transfers and Property Title Changes
- Coordinate deed transfers, title modifications, and real estate transactions for estate properties.
- Work with title companies, mortgage lenders, and real estate professionals to ensure proper property transfers.
- Assist attorneys in handling estate-owned properties, rental property management, and ownership disputes.
Litigation Support in Estate Disputes and Contested Wills
- Assist attorneys in probate litigation, contested wills, and estate dispute cases.
- Gather evidence, organize case files, and prepare discovery documents for estate litigation.
- Coordinate with expert witnesses, forensic accountants, and court reporters for probate litigation support.
Collaboration with Legal and Financial Teams
- Work closely with estate planning attorneys, financial advisors, tax professionals, and trustees.
- Assist in estate planning strategy meetings, probate case reviews, and legal consultations.
- Ensure all estate documents and probate filings are accurately prepared and submitted on time.
Technology Utilization in Estate Planning and Probate Case Management
- Use estate planning software, probate case management systems, and legal research tools to streamline estate administration.
- Maintain secure digital records of estate documents, probate court filings, and tax reports.
- Assist attorneys with integrating document automation tools and legal compliance tracking software into estate workflows.
What The Client is Looking For in You
The Senior Probate Paralegal Position in Orlando requires a highly experienced, detail-oriented, and knowledgeable legal professional with a strong background in probate law, estate administration, trust management, and fiduciary compliance. The ideal candidate should be able to independently manage probate cases, draft legal documents, coordinate estate distributions, and ensure estate tax compliance. Below are the key qualifications, skills, and attributes the client is seeking:
Educational Qualifications
- A bachelor’s degree in legal studies, business administration, finance, or a related field is required.
- A paralegal certification from an ABA-accredited institution is highly preferred.
- Additional certifications in probate law, estate administration, or fiduciary compliance will be a strong advantage.
- Coursework in estate tax law, trust administration, and probate litigation is highly desirable.
Experience in Probate Law and Estate Administration
- A minimum of 5-7 years of experience as a probate paralegal, estate administration specialist, or trust officer.
- Extensive knowledge of Florida probate laws, estate planning strategies, and fiduciary regulations.
- Experience handling formal and summary administration cases, contested wills, and estate disputes.
- Proven ability to assist with high-net-worth estate administration, trust compliance, and estate tax planning.
Expertise in Probate Case Management
- Ability to manage multiple probate cases simultaneously, ensuring compliance with court deadlines.
- Strong organizational skills in tracking estate inventories, overseeing legal filings, and coordinating trust distributions.
- Experience working on estate dispute resolution, probate litigation support, and fiduciary accountings.
Strong Legal Drafting and Documentation Skills
- Experience in drafting wills, trust agreements, fiduciary accountings, and probate court filings.
- Ability to create affidavits, legal notices, waivers, and estate settlement agreements.
- Proficiency in legal research, probate case analysis, and compliance documentation.
Financial and Tax Compliance Knowledge
- Strong understanding of estate tax law, inheritance tax regulations, and fiduciary accounting.
- Experience in preparing estate tax returns (IRS Form 706) and gift tax filings (IRS Form 709).
- Ability to work with financial advisors, tax consultants, and estate accountants to ensure compliance.
Attention to Detail and Accuracy
- Strong ability to proofread legal documents, ensuring accuracy in estate tax calculations, fiduciary reports, and legal filings.
- High-level organizational skills in managing estate records, financial statements, and trust compliance reports.
- Keen attention to legal nuances in probate settlements, trust compliance, and fiduciary responsibilities.
Legal Research and Compliance Monitoring
- Strong research skills in estate law, probate litigation, and fiduciary regulations.
- Proficiency with Westlaw, LexisNexis, Bloomberg Law, and estate planning software.
- Ability to summarize trust compliance guidelines, estate planning updates, and probate court regulations for attorneys.
Collaboration with Attorneys, Trustees, and Clients
- Ability to work closely with estate planning attorneys, trustees, financial advisors, and tax professionals.
- Strong interpersonal skills to manage client communication, estate planning consultations, and trust administration inquiries.
- Experience in coordinating estate planning meetings, probate court hearings, and legal briefings.
Time Management and Organizational Skills
- Ability to manage multiple estate cases, track probate deadlines, and ensure timely trust distributions.
- Strong organizational skills to handle estate documentation, financial reports, and fiduciary accountings.
- Expertise in prioritizing legal tasks, responding to urgent probate matters, and ensuring compliance with estate law.
Professionalism and Confidentiality
- A strong commitment to maintaining high ethical standards and confidentiality in all estate planning and probate matters.
- Experience handling sensitive estate documents, financial reports, and fiduciary agreements.
- Compliance with attorney-client privilege, estate confidentiality policies, and trust administration guidelines.
Problem-Solving and Adaptability in Probate Law
- The ideal candidate must be proactive, resourceful, and capable of resolving complex probate and trust administration challenges.
- Ability to work under tight deadlines, manage urgent probate filings, and handle last-minute estate settlement adjustments.
- Strong problem-solving skills to assist attorneys in addressing estate disputes, will contests, and fiduciary conflicts.
Collaboration and Team-Oriented Mindset
- Ability to work closely with attorneys, estate planning professionals, and probate court officials.
- Experience coordinating probate administration efforts across multiple jurisdictions, financial institutions, and estate planning teams.
- A team player with the ability to provide strategic input on estate planning, tax compliance, and probate case management.
Passion for Probate and Estate Law
- A genuine passion for probate law, estate planning, and wealth protection.
- Commitment to staying updated on changes in estate tax law, trust regulations, and fiduciary administration.
- Enthusiasm for working on high-profile estate planning cases, supporting wealth preservation strategies, and ensuring legal compliance with probate settlements.
FAQs About the Role
Q: What qualifications are required for this position?
A: A bachelor’s degree in legal studies, business administration, or finance, along with a paralegal certification, is required. Additional certifications in estate planning or probate law are highly preferred.
Q: Is prior experience in probate law required?
A: Yes, a minimum of 5-7 years of experience in probate administration, trust management, and estate planning is required.
Q: What are the primary responsibilities of this role?
A: You will be responsible for probate filings, estate settlements, fiduciary compliance, and asset distribution coordination while assisting attorneys with estate planning strategies.
Q: Does this role involve client interaction?
A: Yes, you will work closely with executors, trustees, beneficiaries, and financial advisors to facilitate the probate process.
Q: Is this a full-time position?
A: Yes, this is a full-time role based in Orlando, offering long-term career growth in probate law and estate planning.
Q: Will I be assisting with estate tax filings?
A: Yes, you will work with attorneys and tax professionals to prepare estate tax returns (IRS Form 706, 709), fiduciary accountings, and estate planning reports.
Q: What legal software and tools will I use in this role?
A: You will work with probate case management systems, estate planning software, fiduciary compliance platforms (OneSource Trust & Tax, WealthTec), and legal research tools (Westlaw, LexisNexis, Bloomberg Law).
Q: What types of probate cases will I be handling?
A: You will manage formal and summary administration cases, intestate succession matters, trust settlements, and contested estate disputes.
Q: How does this role differ from a general paralegal position?
A: This position specializes in probate law, estate tax compliance, trust management, and high-value estate administration, making it a highly specialized legal field.
Q: Are there opportunities for career advancement in this role?
A: Yes! Senior probate paralegals often advance into trust officer roles, fiduciary compliance management, or estate planning consultant positions.
How to Apply for This Senior Probate Paralegal Position in Orlando
If you are a highly experienced probate paralegal with a strong background in estate administration, probate litigation, and trust management, we encourage you to apply for the Senior Probate Paralegal Position in Orlando. This position offers an exciting opportunity to work with leading probate attorneys, trustees, and financial professionals to manage complex estate settlements and fiduciary compliance.
To apply, please submit your resume and a cover letter detailing your experience in probate case management, estate tax compliance, and fiduciary responsibilities.
Don’t miss this opportunity to join a top estate and probate law firm and contribute to high-value estate planning and trust administration. Apply today to take the next step in your career as a Senior Probate Paralegal in Orlando!
For more information or to explore similar opportunities, visit our Probate Paralegal Jobs in Orlando page.
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