Probate Guardianship Trust Administration Paralegal
Fort Myers
Probate Guardianship Trust Administration Paralegal
Full Time • Fort Myers
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Free uniforms
- Health insurance
- Paid time off
We are seeking an experienced Paralegal with a strong background in Probate, Trust Administration, and Guardianship to join our Fort Myers office. This is a senior, ownership-driven role designed for someone who can independently manage cases from start to finish.
This position is ideal for a steady, detail-oriented professional who values accountability, follow-through, and long-term case management in emotionally complex matters. This is not a training or entry-level role.
Key Responsibilities
Probate & Trust Administration
- Draft and file probate and estate administration pleadings
- Prepare asset inventories and fiduciary accountings
- Coordinate asset transfers, retitling, and beneficiary distributions
Guardianship
- Prepare and file petitions for appointment of guardian (Person and Property)
- Assist with Initial, Annual, and Final Guardian Reports and Accountings
- Monitor court deadlines, compliance requirements, and hearing schedules
- Coordinate service of process and communications with court-appointed professionals
Client & Case Management
- Serve as a primary point of contact for clients and families
- Maintain organized, accurate case files and documentation
- Communicate with attorneys, courts, financial institutions, and third parties
- Ensure deadlines, follow-ups, and compliance requirements are consistently met
Qualifications
- 2+ years of hands-on experience in Probate, Trust Administration, and Guardianship
- Familiarity with Florida court filings, deadlines, and procedures
- Experience with fiduciary accounting, including bank reconciliations and court-mandated accountings
- Ability to manage cases independently with minimal supervision
- Strong organizational skills and attention to detail
- Professional, compassionate communication skills for emotionally sensitive matters
- Proficiency with legal software and Microsoft Office (Clio experience a plus)
This Role Is a Strong Fit If You
- Prefer ownership and autonomy over close supervision
- Are comfortable managing long-term cases with consistent follow-through
- Take pride in clean, accountable work and meeting deadlines
- Have experience supporting families through complex and emotional processes
This Role Is Not a Fit If You
- Require step-by-step instruction or extensive training
- Are transitioning from litigation or general legal support without PBTA experience
- Prefer short-term matters or high-variety work without long-term responsibility
At Safe Harbor Law Firm, we protect families, preserve legacies, and guide clients through some of life’s most important decisions with clarity and compassion.
Compensation: $60,000.00 - $70,000.00 per year
At Safe Harbor Law Firm (formally known as Buff Law Firm PLLC), we focus on estate planning, elder law, and closely related practice areas. Our true focus, however, is helping families plan for and take control of their future. This can involve:
- Ensuring your assets will go to the people you want, when you want, in the manner you want after you pass away
- Preparing for the possibility that you or your spouse will need expensive long-term care—and helping you find ways to pay for it
- Ensuring that people you trust have the authority to make financial and medical decisions on your behalf in the event of incapacity
- Protecting your assets and those of your heirs against threats such as creditors, lawsuits, divorce, the high cost of long-term care, and more
- Guiding your loved ones through the probate and/or trust administration process
Safe Harbor Law Firm has helped families from all walks of life find solutions to challenges like these and many more. We welcome the opportunity to do the same for you. Ultimately, our goal is to help you enjoy the peace of mind that comes from having a plan in place for the future.
(if you already have a resume on Indeed)