Estate Planning & Probate Paralegal

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🕒 4 days ago

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Logo of The Freelance Firm

The Freelance Firm

1 - 10 employees

Founded 2018

🤝 B2B

⚖️ Legal

🏪 Marketplace

B2B • Legal • Marketplace

The Freelance Firm is a service provider that connects law firms with freelance attorneys and paralegals, offering tailored support solutions to enhance legal practices. By providing access to a network of specialized freelance legal professionals, The Freelance Firm helps law firms manage their workload efficiently, allowing them to focus on revenue-generating activities while reducing overhead costs. Their offerings include legal drafting, research support, and administrative assistance, all designed to improve the productivity and effectiveness of legal practices.

📋 Description

• Provide remote, on-demand support for both short-term and long-term legal projects for our client law firms • Manage probate matters from initial filing through final distribution and closing of the estate • Communicate with clients, beneficiaries, and financial institutions • Prepare and draft estate planning documents and probate pleadings

🎯 Requirements

• Minimum 5 years of experience as a Paralegal with direct experience in both Florida estate planning and probate matters • Strong understanding of Florida estate planning, probate administration, court procedures, and filing requirements • Experience preparing and drafting wills, revocable and irrevocable trusts, powers of attorney, healthcare surrogate designations, living wills, and other estate planning documents • Experience preparing probate pleadings, petitions, inventories, accountings, and related court filings • Ability to manage probate matters from initial filing through final distribution and closing of the estate • Experience gathering and organizing estate assets, financial records, and supporting documentation • Experience communicating professionally with clients, beneficiaries, personal representatives, financial institutions, and the courts • Experience coordinating document signings, witnessing, notarization, and execution of estate planning documents • Strong calendaring and case management skills with the ability to monitor deadlines and manage multiple active matters • Experience with the Florida Courts E-Filing Portal and electronic court filings • Experience with estate planning software such as WealthCounsel, Westlaw Form Builder, or similar platforms is preferred • Highly organized with exceptional attention to detail and excellent drafting skills • Excellent written and verbal communication skills • Self-starter who can work independently and proactively manage matters with minimal supervision.

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