Paralegal - Trust & Estates, Sarasota jobs in United States
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Shutts & Bowen LLP · 1 day ago

Paralegal - Trust & Estates, Sarasota

Shutts & Bowen LLP is a law firm seeking a Paralegal specializing in Trust & Estates. The role involves drafting estate planning documents, reviewing advanced documents, and managing probate and trust settlements, requiring a strong attention to detail and the ability to work under pressure.

Law Practice
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Draft fundamental estate planning and funding documents
Review of advanced estate planning documents
Draft probate and trust settlement documents
Knowledge of the rules of procedure governing estate and trust administrations as they relate to this role
Completing tasks and following through with issue resolution, including the ability to meet deadlines and work in a fast-paced environment

Qualification

Estate planning experienceFlorida probate experienceLegal document draftingLaw firm case managementMicrosoft Office proficiencyEffective communicationAttention to detailWork under pressure

Required

Draft fundamental estate planning and funding documents
Review of advanced estate planning documents
Draft probate and trust settlement documents
Knowledge of the rules of procedure governing estate and trust administrations as they relate to this role
Completing tasks and following through with issue resolution, including the ability to meet deadlines and work in a fast-paced environment
At least five years of experience working in a mid to large-sized Florida law firm as an estate planning or estate and trust administration Paralegal
Florida probate experience
Ability to work efficiently and effectively under pressure and time constraints
Ability to effectively balance multiple assignments and workflow
Strong attention to detail, essential for accurately drafting and reviewing legal documents
Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information
Working knowledge of Microsoft Office, including extensive knowledge of Outlook, Word, Excel, and experience working with law firm case management and billing software required
Physical attendance at the place of work
Generally, core working hours are from 9:00 am to 5:30 pm, with the flexibility to work overtime as needed
The physical demands described here are those that an employee must meet to perform the essential functions of this job successfully, including typing/using a keyboard, as well as writing by hand
The employee is regularly required to talk or hear
Specific vision abilities required by this job include close and distance vision, color vision, and the ability to adjust focus

Preferred

Knowledge of iManage, SmartTime, Aderant, Wealth Counsel, Estate Works, and Hot Docs are a plus

Company

Shutts & Bowen LLP

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Shutts & Bowen is a Florida-based law firm, headquartered in Miami, representing individuals and business entities nationally and internationally.

H1B Sponsorship

Shutts & Bowen LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Adam Bregman
Partner
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Alan Higbee
Managing Partner - Tampa
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Company data provided by crunchbase