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Paralegal - Probate, Guardianship, Elder Law, Estate Planning, and Trust

Build My Great Team
Wildwood, FL Full Time
POSTED ON 1/8/2025 CLOSED ON 2/2/2025

What are the responsibilities and job description for the Paralegal - Probate, Guardianship, Elder Law, Estate Planning, and Trust position at Build My Great Team?

About Us

At Marshall Law, we don’t just provide exceptional legal services; we build relationships that make a lasting impact. As a boutique law firm specializing in probate, guardianship, elder law, estate planning, and trust administration, we’re proud to combine expert legal guidance with outstanding customer care.

Located in Wildwood, Florida, we offer a unique opportunity to escape the big city commute while enjoying meaningful, challenging work in a supportive and collaborative environment. We’re passionate about fostering a culture that values dedication, autonomy, and personal growth, ensuring our team members thrive professionally and personally.

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.

About You

You’re more than just detail-oriented — you’re methodical, proactive, and thrive in a fast-paced environment where accuracy matters. With your extensive experience in probate, guardianship, trust administration, and estate planning, you know how to balance independence with teamwork, ensuring cases move seamlessly from start to finish.

Your deep understanding of the Florida Probate Code, Florida Guardianship Law, and local court rules equips you to manage complex cases with confidence. You communicate with clarity and compassion, helping clients navigate sensitive legal matters with ease.

What You’ll Do

Probate and Trust Administration

  • Draft and file pleadings for formal and summary probate estates, including petitions, inventories, accountings, and distributions.
  • Manage homestead and exempt property claims in accordance with legal requirements.
  • Track case progress, meet deadlines, and ensure all filings comply with the Florida Probate Code.
  • Act as a trusted liaison with clients, courts, and other parties to provide updates and resolve inquiries.

Guardianship

  • Prepare and file guardianship petitions, annual accountings, and initial reports.
  • Ensure all guardianship matters meet court expectations and statutory deadlines.
  • Support families with compassionate guidance throughout the guardianship process.

Estate Planning

  • Assist in drafting wills, trusts, powers of attorney, and healthcare directives tailored to clients’ needs.
  • Coordinate client meetings, document preparation, and signings.
  • Stay current with legal updates and advise attorneys on necessary document revisions.

Additional Responsibilities

  • Collaborate with attorneys, paralegals, and staff to ensure smooth case management.
  • Assist with phone calls, scheduling, and administrative tasks as needed.
  • Maintain accurate billing records, achieving time-tracking targets (ramping to 75% billable time within 90 days).

What We’re Looking For

  • Experience: Minimum of 3 years as a Probate and Guardianship Paralegal or 5 years as a Litigation Paralegal.
  • Education: Bachelor’s degree or equivalent experience in Paralegal Studies or a related field.
  • Skills:
    • Proven ability to draft legal documents and manage workflows independently.
    • Strong organizational, analytical, and communication skills with meticulous attention to detail.
    • Proficiency in legal software and Microsoft Office Suite.

Why Join Us?

At Marshall Law, we believe that a great work-life balance leads to a great personal life. Here, you’ll have the opportunity to grow your career, work on meaningful cases, and enjoy the benefits of being part of a collaborative and supportive team.

We offer:

  • Hourly Rate: $30 - $36 an hour (depending on experience)
  • Bonus Potential: Bonus Plan available.
  • Benefits: Comprehensive healthcare options, including vision and dental coverage.
  • Professional Growth: Access to ongoing legal education and training opportunities.

A Few Notes

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.

Ready to Apply?

If you’re excited about joining a growing firm committed to making a difference, we’d love to hear from you. Apply today and start your journey with Marshall Law!

Salary : $30 - $36

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