Are you a skilled legal professional with expertise in estate planning, wills, and trust administration? We are seeking a highly detail-oriented Wills and Trusts Paralegal Needed in Sarasota to join a top-rated law firm specializing in wealth management, fiduciary services, and estate law. In this role, you will support attorneys in drafting wills, managing trust documents, overseeing estate settlements, and ensuring compliance with legal and tax regulations. If you have experience in probate filings, estate tax planning, and trust administration, this position offers an excellent opportunity to expand your career in estate law and fiduciary management while working with a dedicated legal team.
About This Role
The Wills and Trusts Paralegal Needed in Sarasota is an ideal opportunity for professionals passionate about helping individuals and families protect their assets and plan their legacies. You will work closely with attorneys to prepare estate planning documents, coordinate trust funding, track beneficiary distributions, and assist in estate administration procedures. Additionally, you will be responsible for ensuring the accuracy of legal documents, facilitating probate filings, and conducting research on estate laws. This role provides an opportunity to work on complex estate plans, high-net-worth client portfolios, and trust compliance matters, making it an excellent career move for a paralegal looking to specialize in estate law and asset protection.
Key Responsibilities for the Wills and Trusts Paralegal Needed in Sarasota
As a Wills and Trusts Paralegal in Sarasota, you will play a crucial role in assisting attorneys with estate planning, will preparation, trust administration, and probate filings. Your expertise in estate law, fiduciary duties, and legal document preparation will help ensure smooth estate transitions and asset protection for clients. Below is a detailed breakdown of your key responsibilities:
Estate Planning Document Drafting and Preparation
- Assist attorneys in drafting and preparing wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives.
- Ensure all estate planning documents comply with state and federal laws.
- Proofread, format, and finalize estate documents for accuracy and legal soundness.
Trust Administration and Compliance
- Assist in managing trust funding, trust transfers, and beneficiary distributions.
- Ensure compliance with fiduciary duties, state trust regulations, and estate tax laws.
- Prepare and maintain trust summaries, trust accountings, and annual compliance reports.
Probate and Estate Administration
- Support attorneys in handling probate filings, estate settlements, and legal notices.
- Track and manage court deadlines, estate inventories, and required filings.
- Work with executors, trustees, and personal representatives to settle estate matters.
Fiduciary Accounting and Estate Tax Compliance
- Prepare estate tax returns (IRS Form 706, 709) and trust tax filings.
- Assist in estate tax planning by calculating tax liabilities, exemptions, and deductions.
- Collaborate with tax professionals and financial planners to ensure estate tax compliance.
Client Communication and Beneficiary Relations
- Serve as a liaison between attorneys, clients, executors, and trustees, ensuring clear communication.
- Assist beneficiaries with trust distributions, tax documentation, and legal inquiries.
- Schedule client meetings, draft correspondence, and provide case status updates.
Legal Research and Compliance Monitoring
- Conduct legal research on state estate laws, inheritance regulations, and trust administration guidelines.
- Stay updated on changes in estate tax laws, fiduciary responsibilities, and probate procedures.
- Summarize research findings and provide recommendations to attorneys.
Real Estate Transfers and Asset Management
- Prepare and file deed transfers, title changes, and property ownership modifications.
- Assist in the valuation and management of estate-owned real estate, business assets, and investment portfolios.
- Ensure that real estate holdings and financial assets are properly recorded and distributed.
Litigation Support in Estate and Trust Disputes
- Assist attorneys in handling trust disputes, contested wills, and fiduciary litigation.
- Organize and manage case files, discovery materials, and legal motions.
- Track court dates, mediation schedules, and case updates.
Technology Utilization in Estate Planning
- Use case management software, trust administration platforms, and legal research tools to streamline estate planning processes.
- Maintain secure electronic records of estate documents, trust agreements, and financial reports.
- Assist attorneys with implementing document automation tools and digital compliance tracking.
Collaboration with Legal and Financial Teams
- Work closely with estate planning attorneys, financial advisors, tax professionals, and trustees.
- Coordinate efforts with wealth management teams to ensure strategic estate planning solutions.
- Participate in estate planning meetings, consultations, and compliance reviews.
What The Client is Looking For in You
The Wills and Trusts Paralegal Needed in Sarasota requires a highly organized, detail-oriented legal professional with expertise in estate planning, wills, trust administration, and probate law. The ideal candidate should have experience in drafting estate planning documents, managing trust administration, overseeing probate filings, and ensuring compliance with fiduciary responsibilities. Below are the key qualifications, skills, and attributes the client is seeking:
Educational Qualifications
- A bachelor’s degree in legal studies, business administration, finance, or a related field is required.
- A paralegal certification from an ABA-accredited institution is highly preferred.
- Additional certifications in estate planning, probate law, or fiduciary compliance will be a strong advantage.
- Coursework in estate tax law, trust administration, and probate procedures is highly desirable.
Experience in Wills, Trusts, and Estate Law
- A minimum of 3-5 years of experience as an estate planning paralegal, probate legal assistant, or trust administration specialist.
- Strong knowledge of Florida estate planning laws, probate administration, and trust management regulations.
- Experience in drafting wills, trust agreements, powers of attorney, and healthcare directives.
- Familiarity with trust funding, estate tax compliance, and high-net-worth estate planning strategies.
Expertise in Trust and Estate Administration
- Experience managing revocable and irrevocable trusts, charitable remainder trusts, and special needs trusts.
- Proficiency in trust funding, beneficiary designations, and trustee compliance requirements.
- Ability to track and monitor estate distributions, trust tax filings, and fiduciary responsibilities.
Strong Legal Drafting and Documentation Skills
- Experience drafting wills, trusts, estate settlement documents, and fiduciary accountings.
- Ability to create letters of instruction, probate petitions, and trust transfer documentation.
- Proficiency in legal research, estate planning document review, and contract analysis.
Financial and Tax Compliance Knowledge
- Understanding of estate tax laws, inheritance tax requirements, and trust tax obligations.
- Experience in preparing estate tax returns (IRS Form 706) and gift tax filings (IRS Form 709).
- Ability to work with financial planners, tax advisors, and estate accountants to ensure compliance.
Attention to Detail and Accuracy
- Ability to proofread legal documents, ensuring accuracy in estate filings, trust agreements, and tax reports.
- Strong organizational skills in managing estate records, trust funding documentation, and probate court filings.
- Keen attention to legal nuances in estate tax calculations, trust compliance, and fiduciary accountings.
Legal Research and Compliance Monitoring
- Strong research skills in estate law, probate litigation, and trust administration.
- Proficiency with Westlaw, LexisNexis, Bloomberg Law, and estate planning software.
- Ability to summarize trust compliance guidelines, fiduciary law changes, and estate tax regulations for attorneys.
Collaboration with Attorneys, Trustees, and Clients
- Ability to work closely with estate planning attorneys, trustees, financial advisors, and tax professionals.
- Strong interpersonal skills to manage client communication, estate planning consultations, and trust administration inquiries.
- Experience in coordinating estate planning meetings, trust fund oversight, and beneficiary relations.
Time Management and Organizational Skills
- Ability to manage multiple estate cases, track probate deadlines, and ensure timely trust distributions.
- Strong organizational skills to handle estate documentation, financial reports, and fiduciary accountings.
- Expertise in prioritizing legal tasks, responding to urgent trust administration needs, and ensuring compliance with probate law.
Professionalism and Confidentiality
- A strong commitment to maintaining high ethical standards and confidentiality in all estate planning and trust matters.
- Experience handling sensitive estate documents, financial reports, and fiduciary agreements.
- Compliance with attorney-client privilege, estate confidentiality policies, and trust administration guidelines.
Problem-Solving and Adaptability in Estate Planning
- The ideal candidate must be proactive, resourceful, and capable of resolving complex estate planning and trust administration challenges.
- Ability to work under tight deadlines, manage urgent trust funding requests, and handle last-minute estate settlement adjustments.
- Strong problem-solving skills to assist attorneys in addressing estate disputes, trust modifications, and fiduciary conflicts.
Collaboration and Team-Oriented Mindset
- Ability to work closely with attorneys, estate planning professionals, and trust officers.
- Experience coordinating estate planning efforts across multiple jurisdictions, financial institutions, and fiduciary agencies.
- A team player with the ability to provide strategic input on estate planning, tax compliance, and trust management.
Passion for Estate Planning and Wealth Preservation
- A genuine passion for estate planning, wealth preservation, and trust administration.
- Commitment to staying updated on changes in estate tax law, trust regulations, and fiduciary administration.
- Enthusiasm for working on high-profile estate planning cases, supporting wealth preservation strategies, and ensuring legal compliance with trust execution.
FAQs About the Role
Q: What qualifications are required for this position?
A: A bachelor’s degree in legal studies, finance, or estate planning, along with a paralegal certification, is required. Additional certifications in estate planning or probate law are preferred.
Q: Is prior experience in estate planning required?
A: Yes, a minimum of 3-5 years of experience in estate planning, trust administration, or probate law is required.
Q: What are the primary responsibilities of this role?
A: You will assist with drafting wills, managing trusts, coordinating estate distributions, and ensuring fiduciary compliance.
Q: Does this role involve client interaction?
A: Yes, you will communicate with clients, trustees, financial professionals, and estate administrators to ensure seamless estate planning and execution.
Q: Is this a full-time position?
A: Yes, this is a full-time role based in Sarasota, offering long-term career growth in estate planning and trust administration.
Q: Will I be assisting with estate tax filings?
A: Yes, you will support attorneys and tax professionals with estate tax returns (IRS Form 706, 709), fiduciary accountings, and trust compliance documentation.
Q: What legal software and tools will I use in this role?
A: You will work with estate planning software, trust management platforms (WealthTec, OneSource Trust & Tax), and legal research tools (Westlaw, LexisNexis, Bloomberg Law).
Q: What types of estate cases will I be handling?
A: You will assist with will drafting, living trusts, irrevocable trust management, estate transfers, probate filings, and high-net-worth estate planning strategies.
Q: How does this role differ from a general paralegal role?
A: Unlike general paralegal roles, this position focuses on estate planning, trust administration, probate filings, and tax compliance, making it a highly specialized legal field.
Q: Are there opportunities for career advancement in this role?
A: Yes! Estate planning paralegals often advance into senior estate law positions, fiduciary compliance roles, or wealth management consulting.
How to Apply for This Wills and Trusts Paralegal Role in Sarasota
If you are a highly skilled legal professional with experience in estate planning, will drafting, trust administration, and probate filings, we encourage you to apply for the Wills and Trusts Paralegal Needed in Sarasota. This position offers an exciting opportunity to work with top estate planning attorneys, trustees, and financial advisors to ensure efficient trust administration and estate compliance.
To apply, please submit your resume and a cover letter detailing your experience in estate planning, trust management, and probate administration.
Don’t miss this opportunity to join a top-tier estate planning law firm and contribute to high-value wealth management and legacy planning. Apply today to take the next step in your career as a Wills and Trusts Paralegal in Sarasota!
For more information or to explore similar opportunities, visit our Estate Planning Paralegal Jobs in Sarasota page.
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