Probate and Trust Admin Paralegal
We are seeking a detail-oriented, empathetic, and highly organized Probate and Trust Admin
Paralegal to join our team remotely.
Key Responsibilities
• Draft and file Petitions for Probate/Administration.
• Prepare inventories of estate assets and formal/informal fiduciary accountings.
• Coordinate the transfer of assets, titling, and distributions to beneficiaries.
• Act as liaison between attorney and client
• Ensure that case-related documents are well organized and available for review
• Conduct legal research when necessary
• Provide general administrative support
• Communicate with clients
• Attend or host in-take meetings with clients
• Maintain and update documentation
Qualifications
• 2+ years of experience specifically in Probate & Trust Administration
• Court Experience
Proven experience navigating the local Surrogate’s/Probate Court systems and e-filing (e.g., NYSCEF, File & Serve).
• Fiduciary Accounting
: Ability to reconcile bank statements and track expenditures for court-mandated accounting forms.
• Compassion & Resilience
: Experience dealing with families facing incapacity, dementia, and end-of-life logistics.
• Technical Skills
Proficiency in legal software’s, e.g., Clio, Wealth Counsel, Lawmatics and experience with e-filing systems.
• Soft Skills
Ability to handle sensitive family dynamics with patience and professionalism.
• Certification or Associates Degree as a Paralegal a plus
• Strong verbal and written communication skills
• Highly organized, detail oriented with document management experience
• Excellent research skills
• Comfortable Microsoft Office Suite
• Ability to multitask and work well under pressure
Join a team where your work truly matters. At Safe Harbor Law Firm, we don’t just prepare legal documents—we protect families, preserve legacies, and guide clients through some of life’s most important decisions with clarity and compassion. With a culture built on trust, integrity, and genuine care, every team member plays a meaningful role in serving our Southwest Florida community. If you want to grow professionally, be inspired by strong leadership, and make a real impact every day, Safe Harbor is a place where you’ll prosper.
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Apply To this Job
Paralegal to join our team remotely.
Key Responsibilities
• Draft and file Petitions for Probate/Administration.
• Prepare inventories of estate assets and formal/informal fiduciary accountings.
• Coordinate the transfer of assets, titling, and distributions to beneficiaries.
• Act as liaison between attorney and client
• Ensure that case-related documents are well organized and available for review
• Conduct legal research when necessary
• Provide general administrative support
• Communicate with clients
• Attend or host in-take meetings with clients
• Maintain and update documentation
Qualifications
• 2+ years of experience specifically in Probate & Trust Administration
• Court Experience
Proven experience navigating the local Surrogate’s/Probate Court systems and e-filing (e.g., NYSCEF, File & Serve).
• Fiduciary Accounting
: Ability to reconcile bank statements and track expenditures for court-mandated accounting forms.
• Compassion & Resilience
: Experience dealing with families facing incapacity, dementia, and end-of-life logistics.
• Technical Skills
Proficiency in legal software’s, e.g., Clio, Wealth Counsel, Lawmatics and experience with e-filing systems.
• Soft Skills
Ability to handle sensitive family dynamics with patience and professionalism.
• Certification or Associates Degree as a Paralegal a plus
• Strong verbal and written communication skills
• Highly organized, detail oriented with document management experience
• Excellent research skills
• Comfortable Microsoft Office Suite
• Ability to multitask and work well under pressure
Join a team where your work truly matters. At Safe Harbor Law Firm, we don’t just prepare legal documents—we protect families, preserve legacies, and guide clients through some of life’s most important decisions with clarity and compassion. With a culture built on trust, integrity, and genuine care, every team member plays a meaningful role in serving our Southwest Florida community. If you want to grow professionally, be inspired by strong leadership, and make a real impact every day, Safe Harbor is a place where you’ll prosper.
Apply tot his job
Apply To this Job