Job Title: Trusts and Estates Paralegal

Location: Clearwater FL 33759

Salary/Payrate: $85K-$95K annually and AWESOME benefits!!!

Work Environment:  Onsite

Term: Permanent / Fulltime

Bachelor’s degree required: Preferred

Referral Fee: AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION #LI-AV1

Key Roles and Responsibilities:

• Manage the full probate and trust administration process, including drafting and filing pleadings, inventories, fiduciary accountings, and estate tax returns (Forms 706, 709, etc.).
• Assist with the preparation, organization, and maintenance of legal documents related to wills, trusts, powers of attorney, healthcare directives, and other estate planning instruments.
• Coordinate asset collection, valuation, and distribution in estate and trust matters while maintaining accurate financial records and meeting court-mandated deadlines.
• Conduct legal research related to probate, guardianship, estate law, tax regulations, and filing requirements.
• Facilitate communication with clients, beneficiaries, accountants, and financial institutions; prepare correspondence and ensure timely court and beneficiary submissions.
• Schedule and coordinate court hearings, client meetings, document executions, and other case-related appointments.

Essential Knowledge, Skills and Abilities:

• Proficient in Microsoft Office (Word, Excel, PowerPoint), with the ability to quickly learn other programs. Experience in iManage and Aderant is a plus.
• Excellent communication skills, both written and oral.
• Strong organizational and administrative skills.
• Attention to detail with strong organizational and time management abilities.
• Client service-oriented with the ability to effectively communicate with clients and team members.
• Ability to multi-task, prioritize tasks, and work under pressure to meet deadlines.
• Confidentiality and professionalism in handling sensitive information.
• Self-motivated with a positive attitude

Educational/Job Experience Requirements:

• Bachelor’s degree preferred but not required.
• A minimum of five (5) years of experience in a law firm setting is preferred, with a focus on Trusts and Estates Planning.
• Experience with Probate Administration is a plus.



Availability for overtime as needed