Probate and Trust Administration Paralegal

Full-time

No

Professional development
Flexible work schedule
Employee recognition program
Employee assistance program
Professional memberships
On-site amenities

Williams Parker is an equal opportunity employer.

Probate and Trust Administration Paralegal - Williams Parker

Williams Parker, the region’s largest and oldest law firm, is actively seeking an experienced Probate Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area.

As a Probate Paralegal, you will be responsible for providing expert-level support to the section attorneys during probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices); filing life insurance claims and other death benefits; contacting beneficiaries and next of kin regarding admission of the will and other probate hearings; administering estate accounts and assisting with the liquidation and transfer of property.

Requirements

To be successful in this role, you must have strong client service, research, project management, accounting, mailings, and FRP and/or CLA certifications. Technical knowledge of EstateWorks, HotDocs, BNA 706 tax preparation, iManage document management system, and MS Office Suite is also required.

In addition, you must possess the following behavioral abilities: adaptability, creativity, collaboration, communication, emotional intelligence, innovation, listening skills, solid time management skills, and a strong work ethic.

Salary and Benefits

Williams Parker offers a competitive salary and an excellent benefits package that includes market-leading compensation, health, disability, vision, dental, and life insurance, an employee savings plan with employer contributions, a 401(k) with employer contributions, paid time off, paid parental leave, perks platform offering over 30,000 unique discounts, a referral program, wellness programs, professional development, flexible work schedule, an employee recognition program, an employee assistance program, professional memberships, and on-site amenities.

H1: Probate and Trust Administration Paralegal - Williams Parker

H2: Overview

Williams Parker, the region’s largest and oldest law firm, is actively seeking an experienced Probate Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. As a Probate Paralegal, you will be responsible for providing expert-level support to the section attorneys during probate proceedings.

H2: Requirements

To be successful in this role, you must have strong client service, research, project management, accounting, mailings, and FRP and/or CLA certifications. Technical knowledge of EstateWorks, HotDocs, BNA 706 tax preparation, iManage document management system, and MS Office Suite is also required. In addition, you must possess the following behavioral abilities: adaptability, creativity, collaboration, communication, emotional intelligence, innovation, listening skills, solid time management skills, and a strong work ethic.

H2: Salary and Benefits

Williams Parker offers a competitive salary and an excellent benefits package that includes market-leading compensation, health, disability, vision, dental, and life insurance, an employee savings plan with employer contributions, a 401(k) with employer contributions, paid time off, paid parental leave, perks platform offering over 30,000 unique discounts, a referral program, wellness programs, professional development, flexible work schedule, an employee recognition program, an employee assistance program, professional memberships, and on-site amenities.

Law Firm is actively seeking an experienced Probate Paralegal to join their client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area.

Job Title: Probate and Trust Administration Paralegal
Location: Sarasota, Florida, United States
Type: Estate Administration
Employment Type: Full time

Overview

As a Probate Paralegal at Law Firm, you will be responsible for providing expert-level support to the section attorneys during probate proceedings. You will be responsible for preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices); filing life insurance claims and other death benefits; contacting beneficiaries and next of kin regarding admission of the will and other probate hearings; administering estate accounts and assisting with the liquidation and transfer of property.

Requirements

- Client service
- Research
- Project management
- Accounting
- Mailings
- FRP and/or CLA certifications preferred
- Technical knowledge of EstateWorks, HotDocs, BNA 706 tax preparation, iManage document management system, and MS Office Suite
- Adaptability
- Creativity
- Collaboration
- Communication
- Emotional intelligence
- Innovation
- Listening skills
- Solid time management skills
- Strong work ethic

Salary and Benefits

Law Firm offers a competitive salary and an excellent benefits package that includes:

- Market leading compensation package
- Excellent health, disability, vision, dental, and life insurance
- Employee Savings Plan with employer contributions
- 401(k) with employer contributions
- Paid time off
- Paid parental leave
- Perks platform offering

Market leading compensation package, Excellent health, disability, vision, dental, and life insurance, Employee Savings Plan with employer contributions, 401(k) with employer contributions, Paid time off, Paid parental leave, Perks platform offering over 30,000 unique discounts, Referral program, Wellness programs

Client service, Research, Project management, Accounting, Mailings, FRP and/or CLA certifications preferred, EstateWorks, HotDocs, BNA 706 tax preparation, iManage document management system, MS Office Suite, Adaptability, Creativity, Collaboration, Communication, Emotional intelligence, Innovation, Listening skills, Solid time management skills, Strong work ethic

why this role is important

the probate paralegal provides expert-level support to the section attorneys during probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices); filing life insurance claims and other death benefits; contacting beneficiaries and next of kin regarding admission of the will and other probate hearings; administering estate accounts and assisting with the liquidation and transfer of property

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