Private Client Paralegal

An established law firm is seeking an experienced Private Client Paralegal to join its growing Orlando office. This position offers the opportunity to work closely with a highly regarded trusts and estates team in a collaborative and professional environment focused on exceptional client service.

We are looking for a detail-oriented and organised professional with strong experience in estate and trust administration who thrives in a fast-paced legal setting.

Responsibilities

• Assist attorneys with estate and trust administration matters
• Coordinate asset collection, valuation, and distribution processes
• Prepare estate inventories, asset schedules, and supporting documentation
• Draft and e-file probate pleadings, trust administration documents, and accountings
• Support preparation of fiduciary income tax returns, estate tax returns, and gift tax returns
• Monitor court deadlines and maintain case calendars
• Communicate with clients, financial institutions, and third parties regarding case matters
• Proofread legal documents for accuracy and compliance
• Maintain accurate billing and time-entry records
• Utilise estate and trust administration software and Microsoft Office applications

Qualifications

• Minimum of 1 year of paralegal experience in estate and trust administration
• Strong knowledge of Florida probate procedures and e-filing systems
• Experience with federal estate, gift, and fiduciary income tax returns preferred
• Excellent organisational and time-management skills
• Strong written and verbal communication abilities
• Ability to manage multiple priorities and deadlines
• Professional demeanor with a high level of confidentiality and attention to detail
• Proficiency in Microsoft Office Suite

Benefits

• Competitive compensation package
• Collaborative and supportive team environment
• Exposure to sophisticated private client matters
• Opportunities for professional growth and development
• Stable, well-established firm culture focused on client service excellence

Pay: $75,000.00 - $100,000.00 per year

Work Location: In person