Estate Planning, Probate & Trust Administration Paralegal

Safe Harbor Law Firm

18 days ago

Expires on21 Dec 2025

Fort Myers, Fl, Lee County, Fl, United States

Job description & requirements

Job DescriptionJob Description
Job SummaryWe are seeking a highly motivated Estate Planning, Probate & Trust Administration Paralegal to join our team. In this role, you will manage & support the probate & trust admin department under the supervision of our experienced Senior Associate Attorney. We are You will perform legal research, conduct meetings, and assist with client support.

Responsibilities
  • Act as liaison between attorney and client
  • Process inquiries pertaining to Probate, and Trust Administration
  • 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
  • 3+ years previous experience as an Estate Planning Paralegal or similar role is required
  • Certification or Associates Degree as a Paralegal
  • Familiarity with legal procedures, terminology, and the court system
  • Strong verbal and written communication skills
  • Highly organized with document management experience
  • Excellent research skills
  • Comfortable Microsoft Office and case management software
  • Ability to multitask and work well under pressure
  • Extremely organized and detail oriented
  • Minimal mistakes made in drafting, typing, and communications

Job domain/function :

Educational qualifications :

Location :

Fort Myers, Lee County, Fl, United States

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