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Paralegal, Estate & Trust Administration

Paralegal, Estate & Trust Administration

Trenam LawTampa, FL, US
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Job Description

Job Description

Trenam Law is seeking a skilled and detail-oriented Paralegal to join our Estate Planning and Trust Administration practice. This role is critical to supporting our attorneys and clients in all phases of estate and trust administration, with a strong focus on responsiveness, efficiency, and delivery of excellent client service. The successful candidate will thrive in a fast-paced environment, demonstrate sound judgment, and reflect Trenam’s commitment to collaboration and professional excellence.

Key Responsibilities

  • Estate Administration

Prepare and file probate pleadings and related court documents.

  • Assist in identifying, valuing, and collecting estate assets.
  • Communicate with executors, beneficiaries, and financial institutions.
  • Draft inventories, accountings, and reports required by the court and beneficiaries.
  • Maintain calendars to ensure compliance with statutory deadlines and probate requirements.
  • Trust Administration

    • Support attorneys in the administration of revocable, irrevocable, and charitable trusts.

  • Assist with trust funding, including preparation of transfer documents, assignments, and beneficiary designations.
  • Track trust income, distributions, and expenses.
  • Serve as a resource for trustees and beneficiaries on procedural and administrative matters.
  • Tax and Compliance

    • Assist with preparation of estate, gift, and fiduciary income tax returns.

  • Coordinate with accountants, financial advisors, and other professionals to ensure compliance with federal and state tax obligations.
  • Maintain organized files and tracking systems for deadlines.
  • Attorney and Client Support

    • Draft correspondence, memoranda, and legal documents.

  • Provide case status updates and ensure timely follow-up on outstanding items.
  • Serve as a responsive and professional point of contact for clients, trustees, and beneficiaries.
  • Uphold Trenam’s values of teamwork, client service, and accountability in all interactions.

    • Qualifications

  • Bachelor’s degree or Paralegal Certificate required.
  • Minimum of 3 years of estate and / or trust administration experience, preferably in a law firm setting.
  • Strong knowledge of probate procedures, trust administration, and estate tax filings.
  • Excellent organizational and time management skills with a high level of accuracy.
  • Exceptional written and verbal communication skills.
  • Proficiency in Microsoft Office Suite; experience with estate / trust management or accounting software preferred.

    • Attributes for Success at Trenam

  • Commitment to delivering excellent client service and building strong client relationships.
  • Ability to work independently while contributing to a collaborative team environment.
  • Proactive, resourceful, and solution-oriented in handling client and attorney needs.
  • Professional presence, discretion, and ability to manage sensitive information with care.

    • Company Description

    Busy law firm. Challenging assignments. Welcoming environment with a team focused approach.

    Company Description

    Busy law firm. Challenging assignments. Welcoming environment with a team focused approach.

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    Estate Administration Paralegal • Tampa, FL, US

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