Are you an experienced probate paralegal seeking a new challenge in estate administration and probate litigation? A prestigious law firm is looking for a Senior Probate Paralegal in Orlando to assist attorneys in handling complex probate matters, including estate settlements, trust administration, and guardianship cases. This role requires strong knowledge of Florida probate laws, exceptional organizational skills, and the ability to work closely with clients, beneficiaries, and court personnel. If you have a passion for probate law and are looking for a senior-level opportunity with room for professional growth, this role provides a rewarding and fulfilling career path.
About This Role
The Senior Probate Paralegal Role Orlando will be responsible for managing probate case files, drafting legal documents, coordinating court filings, and guiding clients through the probate process. This role involves working on high-value estates, handling intestate succession cases, and ensuring compliance with Florida probate regulations. You will collaborate closely with attorneys, executors, trustees, and beneficiaries to facilitate estate settlements and trust distributions. If you have expertise in estate planning, probate litigation, and fiduciary law, and are looking to take your career to the next level, this position offers an excellent opportunity to work with a top-tier legal team in Orlando.
Key Responsibilities: Senior Probate Paralegal
As a Senior Probate Paralegal, you will play a critical role in managing probate cases, ensuring legal compliance, and providing vital support to attorneys handling estate administration and probate litigation. Your responsibilities will include legal research, document preparation, court filings, and client communication, all while maintaining strict adherence to Florida probate laws.
Estate and Probate Case Management
- Manage and oversee multiple probate cases from initiation to resolution, ensuring all tasks and deadlines are met.
- Track case progress, maintain up-to-date case files, and manage calendars for estate-related court dates, filing deadlines, and client meetings.
- Assist attorneys in developing probate case strategies, ensuring all legal requirements are met for a seamless estate administration process.
Document Preparation and Filing
- Draft, proofread, and file probate-related legal documents, including petitions for probate, letters of administration, accountings, affidavits, and final distributions.
- Prepare and submit probate pleadings, trust documents, estate inventories, waivers, and notices to beneficiaries and interested parties.
- Coordinate electronic and physical filing of probate documents with Florida probate courts, ensuring compliance with all jurisdictional requirements.
Client and Beneficiary Communication
- Act as a point of contact for executors, trustees, beneficiaries, and heirs throughout the probate process.
- Communicate case updates, explain probate proceedings, and provide guidance on legal responsibilities to clients.
- Coordinate meetings with clients and attorneys to review estate documents, discuss estate distribution, and address any disputes or concerns.
Estate Inventory and Asset Administration
- Assist in identifying, collecting, and valuing estate assets, including bank accounts, real estate, stocks, and personal property.
- Work with financial institutions, tax professionals, and appraisers to ensure accurate estate valuation and asset transfers.
- Assist attorneys in handling intestate succession cases and preparing documentation for non-probate assets such as trusts and jointly owned property.
Trust Administration Support
- Support attorneys in administering trusts, including preparing trust accountings, trust distribution schedules, and notices to beneficiaries.
- Review and analyze trust documents to ensure compliance with legal requirements and the decedent’s intent.
- Assist in funding and managing trusts, working with financial institutions to facilitate asset transfers and trust payouts.
Probate Litigation Assistance
- Assist attorneys in handling probate disputes, including will contests, fiduciary duty claims, and estate-related litigation.
- Prepare litigation documents, including motions, discovery requests, deposition summaries, and court filings.
- Support attorneys in gathering and organizing evidence, coordinating depositions, and preparing witnesses for probate litigation hearings.
Legal Research and Compliance
- Conduct legal research on probate laws, estate planning regulations, and court procedures using platforms such as Westlaw or LexisNexis.
- Ensure compliance with Florida probate rules, fiduciary responsibilities, and state-specific estate tax regulations.
- Summarize case law, rulings, and legislative changes that impact estate administration and probate litigation.
Court Hearing and Mediation Preparation
- Prepare attorneys for probate court hearings, mediations, and estate settlement conferences by organizing case files, exhibits, and legal arguments.
- Draft settlement agreements, court motions, and mediation summaries to facilitate negotiations between disputing parties.
- Attend hearings when necessary to take notes, organize exhibits, and assist attorneys with probate court proceedings.
Tax and Accounting Coordination
- Work with accountants and financial professionals to ensure proper estate tax filings and fiduciary income tax compliance.
- Assist in preparing final estate accountings, tax documents, and financial reports for executors and trustees.
- Ensure all estate transactions, tax filings, and distributions comply with federal and state estate tax regulations.
Administrative and Billing Support
- Track and record billable hours for probate-related tasks, ensuring accurate timekeeping and invoicing.
- Maintain detailed records of case expenses, estate administration costs, and legal fees.
- Coordinate case schedules, client meetings, and court appearances to support attorneys effectively.
Confidentiality and Ethical Standards
- Maintain strict confidentiality regarding client estate details, financial records, and case-sensitive information.
- Adhere to all legal and ethical standards related to probate law, fiduciary responsibilities, and estate administration.
- Ensure all probate proceedings are handled with professionalism, discretion, and compliance with state and federal laws.
This Senior Probate Paralegal position is an excellent opportunity for an experienced professional to apply their expertise in estate law, work closely with high-net-worth clients, and contribute to the seamless administration of probate cases. If you are looking for a career in a respected legal firm specializing in probate and estate planning, this role provides an ideal platform for professional growth.
Why This Opportunity Stands Out
The Senior Probate Paralegal Needed in Orlando role offers a unique and rewarding opportunity for experienced legal professionals looking to advance their careers in probate and estate law. Here’s why this position stands out:
- Work on High-Value Estates – Handle complex estate administration cases, including high-net-worth estates, intestate succession, and contested probate matters.
- Specialized Expertise in Probate Law – Gain deep experience in Florida probate law, estate planning, fiduciary responsibilities, and probate litigation.
- Collaborate with Leading Attorneys – Work alongside top probate attorneys, gaining mentorship and professional development opportunities.
- Diverse Case Exposure – Work on various probate matters, including trust administration, guardianships, will contests, and estate litigation.
- Competitive Compensation and Benefits – Enjoy an attractive salary, performance-based bonuses, and a benefits package that supports your career growth.
- Career Advancement in a Growing Field – Probate law is an evolving and expanding practice area, providing long-term career stability and growth opportunities.
- Client-Focused and Meaningful Work – Assist families, beneficiaries, and trustees in navigating probate processes with professionalism and care.
- Thriving Legal Market in Orlando – Benefit from working in one of Florida’s most dynamic legal markets, with networking opportunities and access to top estate planning resources.
If you are an experienced probate paralegal looking for a meaningful career that allows you to specialize in estate and probate law, this role is an exceptional opportunity to enhance your expertise and contribute to a top-tier legal team.
FAQs About the Role
Q: What qualifications are required for this position?
A: A bachelor’s degree or paralegal certification is required, along with 5+ years of experience in probate, estate administration, or estate planning law.
Q: What are the primary responsibilities of this role?
A: You will manage probate case files, draft estate documents, coordinate court filings, conduct legal research, and assist attorneys in trust administration and estate settlements.
Q: Does this role involve client interaction?
A: Yes, you will communicate directly with executors, trustees, beneficiaries, financial professionals, and court personnel throughout the probate process.
Q: Is prior experience in probate law necessary?
A: Yes, candidates must have direct experience in probate, estate administration, or estate planning law, with strong knowledge of Florida probate statutes.
Q: What tools and technologies will I need to use?
A: You will use case management software, legal research tools such as Westlaw or LexisNexis, and electronic filing systems for court documentation.
Q: Will I assist with probate litigation?
A: Yes, you will help attorneys prepare for probate litigation cases, including will contests, fiduciary disputes, and estate-related claims.
Q: What makes this role unique compared to other paralegal positions?
A: This role focuses on high-value probate cases, estate litigation, and complex trust administration, making it ideal for those seeking in-depth probate law experience.
Q: Is this a full-time position?
A: Yes, this is a full-time position based in Orlando, offering long-term career stability and opportunities for advancement.
Q: What kind of clients will I work with?
A: You will work with estate executors, trustees, beneficiaries, financial institutions, and attorneys handling estate administration and probate disputes.
Q: Are there growth opportunities in this role?
A: Absolutely! This role offers mentorship, professional development, and exposure to high-profile probate cases, setting you up for long-term success in estate law.
If you are passionate about probate law and looking for a career that provides both intellectual challenge and professional growth, this position is an excellent opportunity to take your legal career to the next level. Apply today!
How to Apply for This Senior Probate Paralegal Job in Orlando
If you’re an experienced legal professional looking to elevate your career in estate and probate law, don’t miss this opportunity to secure one of the most sought-after Senior Probate Paralegal jobs in Orlando. Submit your resume and cover letter today to join a firm that values expertise, precision, and client-focused service in probate and estate administration.
This position offers the chance to work on complex probate cases, collaborate with top estate attorneys, and deepen your knowledge of Florida probate law. With competitive compensation, career growth opportunities, and exposure to high-net-worth estate planning, this role is perfect for motivated legal professionals ready to take their probate expertise to the next level. Don’t wait—apply now and become a key player in a leading probate law team!
For more information about similar opportunities or to explore how JRG Partners can assist in your legal career advancement, visit our Paralegal Recruiters Orlando, FL page.
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