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Estate Planning & Trust Administration Paralegal
Estate Planning & Trust Administration ParalegalBuild My Great Team by Atticus • The Villages, FL, US
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Estate Planning & Trust Administration Paralegal

Estate Planning & Trust Administration Paralegal

Build My Great Team by Atticus • The Villages, FL, US
1 day ago
Job type
  • Full-time
Job description

Estate Planning & Trust Administration Paralegal

3 days ago Be among the first 25 applicants

Build My Great Team by Atticus provided pay range

This range is provided by Build My Great Team by Atticus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$49,920.00 / yr - $62,400.00 / yr

MARSHALL LAW P.A.

Estate Planning & Trust Administration Paralegal

Wildwood, Florida | Full-Time | In-Person

At Marshall Law , we're known for two things—our dedication to client care and the strength of our team. We're a boutique law firm in Wildwood, Florida that focuses on estate planning, trust administration, probate, guardianship, and elder law. We help people through some of life's most important (and emotional) transitions—and we do it with clarity, compassion, and precision.

What Makes You a Great Fit

  • Building Relationships : You foster trust with clients through clear and empathetic communication
  • Attention to Detail : Accuracy in document preparation and task management is your hallmark
  • Proactive Problem-Solving : You tackle challenges with creativity and efficiency, finding solutions independently before seeking assistance when needed
  • Adaptability : You excel at meeting deadlines by effectively managing time and resources
  • Work Ethic : You take pride in doing things the right way—reliable, consistent, and committed to growth
  • Eagerness to Learn : You're curious and enjoy mastering new concepts in estate and trust law
  • Dependability : You have reliable transportation and a reputation for showing up—prepared and ready to contribute

What You'll Do

Estate Planning

  • Draft and prepare estate planning documents : Wills, Revocable and Irrevocable Trusts, Powers of Attorney, Health Care Directives, and Deeds
  • Prepare client asset summaries, flowcharts, and document binders
  • Assist attorneys during consultations and signing appointments
  • Coordinate document execution, notarization, and deed recording across multiple counties
  • Maintain organized, up-to-date client files from intake through completion

    • Trust Administration

  • Manage active trust administration files from start to finish, ensuring all deadlines are met
  • Gather and organize asset information; track funding progress and account distributions
  • Draft correspondence to beneficiaries, financial institutions, and advisors
  • Use Excel and Quicken to maintain trust accounting spreadsheets, reconcile balances, and prepare financial summaries
  • Assist attorneys with trustee reports, certifications, and closing documents
  • Maintain clear and proactive communication with clients throughout the process

    • Requirements

  • Minimum 2 years of experience as a paralegal or legal assistant (estate planning or trust administration preferred)
  • Excellent written and verbal communication; confident and professional with clients
  • Proficiency in Microsoft Word, Excel, Quicken, and Outlook (WealthCounsel experience a plus)
  • Comfort with numbers, spreadsheets, and financial recordkeeping
  • Bachelor's degree or equivalent experience (Paralegal Studies preferred)

    • Benefits

  • Competitive pay : $24-$30 / hour depending on experience (equivalent to $49,920-$62,400 / year)
  • Bonus potential based on firm performance
  • Paid time off and firm holidays
  • A supportive team that values mentorship and long-term growth

    • Join us in shaping the future of Central Florida's premier estate planning and administration firm while making a meaningful difference in the lives of our clients.

    To Apply

    If you're looking for a position where you'll be trusted to contribute, supported in your growth, and appreciated for your attention to detail, we'd love to hear from you. Apply today and start your journey with Marshall Law!

    Lastly

    We kindly request that applicants refrain from contacting us directly or through agencies. We'll reach out to candidates we believe are a strong fit for this role. If we don't contact you, we wish you the very best in your job search and thank you for considering Marshall Law.

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    Estate Administration Paralegal • The Villages, FL, US