Paralegal
Probate and Trust Administration Department
The Probate and Trust Administration Paralegal supports one or more attorneys in carrying out probate and trust administrations. This position interacts and communicates directly with clients, fiduciaries, beneficiaries, next of kin and opposing counsel. Also responsible for preparing and e-filing probate documents, calendaring and tracking deadlines, preparing asset lists, inventories and final income tax returns.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Interact and communicate with clients, fiduciaries, beneficiaries, next of kin and opposing counsel.
- Prepare and file/e-file probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings and notices).
- Calendar and manage deadlines.
- Draft and revise estate planning documents.
- Prepare asset lists, analyze documents, determine beneficiaries.
- Administer estate accounts and assist with the liquidation and transfer of property.
- Prepare and file decedent’s final income and tax returns.
- Flexible and able to adapt to changing circumstances.
- Willingness to follow and accept our core values of integrity, teamwork, professionalism, competence and desire for greatness.
- Other duties as assigned.
Minimum Qualifications (Knowledge, Skills, and Abilities)
- Knowledge of Florida Probate Court procedures, process and filings.
- Familiarity with Florida Probate Code notice requirements.
- Proficient in Microsoft Office products (Outlook, Word, Excel, Powerpoint).
- Exceptional oral and written communication skills.
- Highly organized and detail-oriented.
- Excellent interpersonal skills.
Core Skills and Competencies
- Organization
- Multi-tasking
- Communication
- Teamwork
- Time management
- Critical thinking
- Problem solving
To apply for this opportunity, please submit a detailed resume describing the duties you’ve performed in past positions, as well as a cover letter telling us why you are searching for a new position and why you believe that you are the best candidate. You may email your resume and cover letter to sandy@dorceylaw.com.
No emails, phone calls or walk-in applications will be accepted. Only those candidates being considered will be contacted.
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Experiences From Our Happy Clients
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“Excellent staff, thorough in preparation and execution of our trust.”- Terri Hermann
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I will say Dorcey Law Firm is amazing!!! I called on a Monday it was around 4:30pm so of course I didn't get a call back that day. However, first thing the next day I got a call from Carrie (So wonderful and so helpful) she put me on the calendar with Erica Johnson the following week. I have to give a RAVE review about Erica (She is fabulous, knowledgeable, understanding and communicates so well even if you ask the question more than once). When I first met Erica she was so professional and knew what she was talking about. I felt comfortable in her answers to my questions and was grateful I was scheduled with her. When you think attorneys you think all they will want is your money, this is not the case here at Dorcey Law. The price for the items I was asking for was reasonable and fair. The professionalism of the staff and Erica was by far some of the best service from a law firm I have every gotten. IM GLAD TO SAY I AM MORE THAN HAPPY WITH ERICA, THE GIRLS AT THE FRONT, CARRIE & JUST THE EXPERIENCE OVERALL!!!!! Huge THANK YOU!!!! If you ever need an estate lawyer call Dorcey Law!!!!- Brent M.
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Lots of lawyers handle trusts, but very few specialize in them--Dorcey Law Firm specializes. I now have a quality trust that fits me and attorneys I can call on as my life evolves. There are so many extras one receives through Dorcey--I highly recommend this firm.- Val H.
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We love Joshua Dorcey. Whenever I have a question I can reach someone, in the office, who can help. I have always had a pleasant person helping me. There are special activities which keep us informed of the latest in tax laws and activities to have fun... we wouldn't go anywhere else.- Pamela P.
