Job Summary:
The Probate Paralegal supports complex estate and probate matters by drafting legal documents, managing case files, and assisting attorneys with probate and trust administration across all 67 counties in Florida. The role requires strong organizational skills, attention to detail, and the ability to manage multiple cases while ensuring timely court filings and effective client communication.
Title: Estate and Probate Paralegal
Location: Tampa Florida, United States
Industry: Must have Law Firm
Type: Full-time (100% On-Site)
Note: (Law firm experience needed)
Key Responsibilities:
- Prepare, maintain, and manage probate case files.
- Draft and file probate documents including petitions, orders, inventories, and accountings.
- Track court deadlines and ensure timely filings.
- Monitor probate proceedings and update attorneys on case status.
- Communicate with clients, attorneys, and court personnel.
- Assist with IRS filings including Forms 706, 709, and 1023.
- Support trust administration and respond to client inquiries.
- Prepare corporate documents for entity formation (LLCs, corporations, partnerships).
- Draft deeds and other real estate-related documents.
- Conduct legal research and assist with guardianship matters when needed.
- Maintain electronic case files and track billable time.
Qualifications:
- Bachelor’s degree or equivalent experience.
- Minimum 5 years of law firm experience (10+ years preferred in probate).
- Experience in Florida trust and estates law preferred.
- Large law firm experience is a plus.
- Florida Registered Paralegal (FRP) certification preferred.
Required Skills:
- Strong organizational and time-management skills.
- Excellent written and verbal communication abilities.
- Ability to manage multiple tasks and work under deadlines.
- High attention to detail and strong follow-through.
Technical Skills:
- Proficiency in Microsoft Office (Outlook, Word, Excel).
- Experience with legal case management and billing systems.
- Familiarity with iManage, SmartTime, Aderant, and EstateWorks is a plus.
Work Environment:
The role requires regular computer use, document preparation, and communication with clients and legal professionals. Employees must be able to work efficiently under time constraints while maintaining accuracy and professionalism.
