logo

View all jobs

Probate Paralegal

Boca Raton, FL

Are you an experienced Probate Paralegal with a strong background in trust and estates law? Join our Trust and Estates Practice Group in Boca Raton! SourcePro Search is seeking a highly organized and detail-oriented professional with a minimum of 3-5 years of experience in a law firm setting to support attorneys and provide top-tier legal assistance.


What You’ll Do:

  • Provide comprehensive legal support to attorneys within the Trust and Estates Practice Group.
  • Prepare probate pleadings, legal documents, and maintain client files, ensuring accuracy and attention to detail.
  • Marshal inventory and manage the distribution of assets.
  • Handle IRS forms, including gift tax (709) and estate tax (706) returns.
  • Record deeds and documents with courts and utilize E-Filing systems.
  • Proofread all correspondence and legal documentation for precision and quality.
  • Assist with billing tasks, including preparing invoices, cover letters, and maintaining client billing records.
  • Communicate daily with clients in a professional and confidential manner.
  • Prepare documents for client signings and ensure all required paperwork is finalized on time.

What You’ll Bring:

  • Experience: Minimum of 3-5 years in a law firm setting supporting Trust and Estates Practice Groups.
  • Skills: Strong written communication, organizational skills, and the ability to handle a fast-paced, high-volume workload.
  • Initiative: A proactive approach to tasks and the ability to manage competing deadlines effectively.
  • Technical Proficiency: Familiarity with IRS forms, E-Filing, and billing systems.
  • Professionalism: Exceptional client communication skills and a commitment to confidentiality.

What You’ll Get:

  • Heavily subsidized health insurance premiums.
  • Firm-paid HSA contributions ($600–$1,200 annually).
  • 100% firm-paid employee-only premiums for dental and vision insurance, with affordable dependent coverage options.
  • Tax-advantaged accounts, including Flexible Spending and Dependent Care Accounts.
  • Firm-paid life insurance and long-term disability insurance.
  • Employee Assistance Program (EAP).
  • 11 paid holidays in 2024, plus generous PTO for full-time employees.
  • Immediate eligibility for 401(k) plans, with discretionary firm matching contributions.

Learn More and Apply Today:
Ready to bring your expertise to our prestigious team? Apply now to join our Trust and Estates Practice Group!

Share This Job

Powered by