DEE Consulting

Probate Paralegal

Probate Paralegal
Notice info
LocationDelray Beach, FL
Job Typefull time
Salary$70,000-$100,000
On-site
Oil and Gas

About This Job


Job Summary:

The Probate, Wills, and Estates Paralegal provides comprehensive support in the areas of probate administration, estate planning, and trust management. This role involves direct client interaction, preparation of legal documents, and coordination with courts, financial institutions, and beneficiaries. The ideal candidate is highly organized, detail-oriented, and experienced in handling sensitive matters with discretion and professionalism.


Key Responsibilities:

Draft, review, and file legal documents including wills, trusts, codicils, powers of attorney, and advance directives
Prepare and file probate petitions, inventories, letters testamentary, and final accountings
Support attorneys in the administration of estates and trusts, including asset identification, valuation, and distribution
Coordinate execution of estate planning documents with clients and witnesses
Maintain ongoing communication with personal representatives, beneficiaries, trustees, and external stakeholders
Draft deeds, affidavits, waivers, consents, and receipts for court and non-court matters
Monitor probate court deadlines and ensure timely filings in accordance with state and local rules
Assist with preparation of estate tax returns and compliance filings (e.g., IRS Form 706, state inheritance/estate tax forms)
Organize and maintain estate planning files and confidential case records
Conduct legal and factual research related to estate planning and probate law


Qualifications:

Paralegal Certificate required; Associate’s or Bachelor’s degree preferred
3+ years of experience in probate, wills, and estate planning in a law firm or legal department
Strong understanding of probate procedures, estate planning documents, and fiduciary responsibilities
Proficient in Microsoft Office and legal case management systems (e.g., Clio, MyCase, WealthCounsel, or similar)
Excellent written and verbal communication skills, including the ability to communicate with grieving families tactfully
Ability to manage multiple deadlines, prioritize tasks, and work independently with minimal supervision


Job Type: Full-time


Pay: $70,000.00 - $100,000.00 per year


Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off


Schedule:


8 hour shift


Application Question(s):

How many years of Probate experience do you have?
Are you ok working in the office five days a week?


Work Location: In person

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