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Estate Planning Probate Trust Administration Paralegal

Remote / Online - Candidates ideally in
Fort Myers, Lee County, Florida, 33916, USA
Listing for: Safe Harbor Law Firm
Remote/Work from Home position
Listed on 2026-01-01
Job specializations:
  • Law/Legal
    Legal Secretary
  • Administrative/Clerical
    Legal Secretary
Job Description & How to Apply Below

Benefits

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Free uniforms
  • Paid time off
  • Profit sharing
Job Summary

We 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 & 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 & case management software
  • Ability to multitask & work well under pressure
  • Extremely organized & detail oriented
  • Minimal mistakes made in drafting, typing, and communications
  • Flexible work from home options available.
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