Trust and Estate Paralegal
Transactional
The Trust and Estate Paralegal supports Attorneys across the Firm with Florida probate, estate planning, and trust and estate administration matters. Responsibilities include applying an understanding of applicable law and court procedures; drafting estate planning and administration documents; coordinating filings and document signings; gathering and organizing financial information; preparing accountings; and preparing gift, estate, and fiduciary income tax returns for attorney review. The Paralegal also communicates with clients and professional advisors regarding routine matters and coordinates related administrative tasks. All work is performed under the supervision of a licensed attorney.
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Essential Functions & Responsibilities
  • Coordinate probate court filings and recordings, including applying an understanding of applicable local rules and probate court procedures.
  • Prepare probate administration documents, including court petitions, proposed orders, deeds, and certifications, for attorney review.
  • Coordinate post-death administration of trusts and non-probate assets.
  • Communicate with clients and professional advisors regarding routine trust and estate administration matters under attorney supervision.
  • Gather and organize asset information and date-of-death values.
  • Prepare gift, estate, and fiduciary income tax returns and supporting documentation for attorney review.
  • Compile and enter financial data, prepare trust and estate accountings, and coordinate filing following attorney review.
  • Work with clients’ financial advisors to coordinate account titling as directed by the supervising attorney.
  • Calendar and monitor probate and court filing deadlines.
  • Draft estate planning documents for attorney review and coordinate the estate planning process through document execution.
Education & Experience
Required:
  • At least five years of experience as a trust and estate paralegal, including Florida probate .
  • High school diploma or GED.
  • Familiarity with local probate court practices and professional service vendors.
  • Experience preparing gift, estate, and fiduciary income tax returns for attorney review.
Preferred: 
  • Bachelor’s degree or Florida Registered Paralegal (FRP) designation certificate.
  • Experience with OneSource Estate and Trust, GEMS, and CCH ProSystems.
  • Knowledge of limited liability company (LLC) formation.
  • Real estate experience related to estate planning and administration, including deed preparation.
  • Experience supporting trust and estate litigation.
Knowledge & Skills
  • Excellent written and verbal communication skills.
  • Strong attention to detail, organizational skills, and time management skills.
  • Self-motivation, flexibility, and consistent follow-through.
  • Proficiency in Microsoft Office.
  • Ability to manage multiple matters, prioritize assignments, and meet deadlines with minimal day-to-day direction while working under attorney supervision.
  • Knowledge of estate planning documents and concepts.
Additional Information
  • Provide additional assistance and support as directed by the supervising attorney or Transactional Paralegal Manager.
  • Maintain flexibility to work in the office two to three days per week, consistent with the assigned schedule.
  • Occasional travel to the Firm’s other offices may be required.
  • This job description is subject to change at any time.
Benefits

Saul Ewing fosters a people first environment and one of the ways this is displayed is through its generous benefits. The firm is committed to offering a wide range of benefits to its benefit eligible employees to achieve wellness in all aspects of life, including:

  • Medical, dental, and vision insurance
  • Flexible spending accounts (FSA)
  • Health savings account  (HSA)
  • Tuition reimbursement
  • Generous paid time off  
  • 401(k) retirement savings plan
  • Competitive salaries and year-end discretionary bonuses
  • Paid leave options, including parental
  • Saul Ewing University (learning and development programs taught by the firm’s training department)
  • Family formation benefits
     

Compensation

Compensation for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is $95,000 to $115,000 annually.

Saul Ewing follows a hybrid work schedule. Candidates must reside within a reasonable commuting distance of one of our office locations.

Saul Ewing is an Equal Opportunity Employer. We value diversity, seek qualified applicants, and make personnel decisions without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital or veteran status, citizenship, gender identity or expression, or any other legally protected status.