Probate Paralegal - SourcePro Search, LLC

Are you an experienced Probate Paralegal with a strong background in trust and estates law? Join our Trust and Estates Practice Group in Boca Raton! We are seeking a highly organized and detail-oriented professional with a minimum of 3-5 years of experience in a law firm setting to support attorneys and provide top-tier legal assistance.

What You’ll Do:

• Provide comprehensive legal support to attorneys within the Trust and Estates Practice Group.
• Prepare probate pleadings, legal documents, and maintain client files, ensuring accuracy and attention to detail.
• Marshal inventory and manage the distribution of assets.
• Handle IRS forms, including gift tax (709) and estate tax (706) returns.
• Record deeds and documents with courts and utilize E-Filing systems.
• Proofread all correspondence and legal documentation for precision and quality.
• Assist with billing tasks, including preparing invoices, cover letters, and maintaining client billing records.
• Communicate daily with clients in a professional and confidential manner.
• Prepare documents for client signings and ensure all required paperwork is finalized on time.

What You’ll Bring:

• Experience: Minimum of 3-5 years in a law firm setting supporting Trust and Estates Practice Groups.
• Skills: Strong written communication, organizational skills, and the ability to handle a fast-paced, high-volume workload.
• Initiative: A proactive approach to tasks and the ability to manage competing deadlines effectively.
• Technical Proficiency: Familiarity with IRS forms, E-Filing, and billing systems.
• Professionalism: Exceptional client communication skills and a commitment to confidentiality.

What You’ll Get:

• Heavily subsidized health insurance premiums.
• Firm-paid HSA contributions ($600–$1,200 annually).
• 100% firm-paid employee-only premiums for dental and vision insurance, with affordable dependent coverage options.
• Tax-advantaged accounts, including Flexible Spending and Dependent Care Accounts.
• Firm-paid life insurance and long-term disability insurance.
• Employee Assistance Program (EAP).
• 11 paid holidays in 2024, plus generous PTO for full-time employees.
• Immediate eligibility for 401(k) plans, with discretionary firm matching contributions.

Learn More and Apply Today:
Ready to bring your expertise to our prestigious team? Apply now to join our Trust and Estates Practice Group!