Thank you for your interest in the Farr Law Firm. The firm prides itself on hiring and retaining highly skilled, motivated, team-oriented individuals for staff and associate attorney positions.

Probate Paralegal

Farr Law Firm is seeking an Estate and Trust Administration paralegal for our probate department in the Punta Gorda office.

Ideal candidates will have experience in estate and trust administration including maintaining case files and knowledge of fiduciary accountings. Must have the ability to work independently, under the supervision of an attorney, in all aspects of estate and trust administration, including court filings and meeting deadlines, asset gathering and transfers, and communications with investment advisors and trust companies.

Candidate must have superior client service skills, as the position works directly with clients and trust beneficiaries. We offer paralegals administrative support as well as continuing education and professional development opportunities. Florida Registered Paralegals (or CLAs) are preferred.

Responsibilities

• Prepare necessary memoranda and correspondence
• Conference with attorneys, clients, beneficiaries and family members
• Gather information regarding the assets and debts of an estate and/or trust
• Prepare pleadings to file with the court to initiate summary and formal probate proceedings
• E-filing of documents with the court
• Monitor and maintain the probate administration and trust administration electronic files in the office
• Review the client’s estate planning documents
• Prepare documents relating to the initial trust administration meeting, including Acceptances of Trustees, Resignations/Declinations of Trustees, Notices to Beneficiaries, etc.
• Prepare 706 and 706-NA
• Prepare fiduciary accountings for both probate and trust administration
• Prepare declaration of assets for trust administration
• Locate beneficiaries of an estate or trust, if necessary Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash
• Gather information needed for preparation of tax returns required for an estate and trust administration and coordinate with CPA for the preparation of the tax returns
• Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash
• Assist the fiduciary in asset transfer activities and retitling after appointment of the successor fiduciary

Qualifications

• 3 years’ experience as a probate/trusts administration paralegal or legal assistant preferred
• Bachelor’s degree or Paralegal certificate

Estate Planning Legal Assistant

Farr Law Firm is seeking a full-time Estate Planning Legal Assistant for our fast paced, high volume practice in our Punta Gorda, Florida office.

Applicant must have three years of experience in estate planning. The candidate must possess superior communication skills both verbal and written, excellent typing and email skills, the ability to proofread, word processing experience and be a Notary Public.

Additional desirable abilities include working knowledge of various software applications including Clio, Juris and NetDocuments, and being a Florida registered paralegal or graduate of paralegal program or equivalent. Must be very detail oriented and able to handle multiple client files. When submitting resume, please include three references.

Responsibilities

• Answer phones and manage attorney calendars
• Assist with the drafting and reviewing of legal documents
• Review of files of estate planning clients to determine accuracy of documents previously done or for information to be used in drafting new documents
• Contact clients, as necessary, to obtain any additional information needed to complete the documents requested
• Prepare an Estate Planning document binder for signed documents including a Receipt for original documents and a Memorandum regarding transfers to Trust(s)
• Record and store client information

​Qualifications

• Previous experience in estate planning as a paralegal or legal assistant
• Working knowledge of Microsoft Office software including Outlook, Word and Excel
• Familiarity with legal research
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Deadline and detail-oriented

Contact Us

Interested candidates should submit their resume and salary expectations in confidence to:

Aaron Bowles, Firm Administrator
Farr Law Firm
99 Nesbit Street
Punta Gorda, FL 33950
abowles@farr.com

We feel that the success of the Farr Law Firm as being Charlotte County’s oldest and largest law firm is the direct result of our dedicated and knowledgeable attorneys and support staff, the camaraderie we enjoy, and the pride we share in our waterfront locality and all that it offers.

We value the commitment of both our staff and our attorneys to the firm and its clients, as well as their commitment to being involved and contributing to our local Southwest Florida community.

The following are positions that the Farr Law Firm maintains:

• • Administrative Secretaries
• • Legal Administrator
• • Real Estate Paralegals
• • Attorneys
• • Legal Assistants
• • Receptionists
• • Billing Clerks
• • Legal Secretaries
• • Secretaries
• • Bookkeepers
• • Marketing Director
• • Title Examiners
• • Copy Center Clerks
• • Probate Paralegals
• • Word Processors

The Farr Law Firm is an equal opportunity employer. We offer competitive salaries and excellent benefits including a generous 401(k) plan and paid health insurance for all employees.

If you are interested in joining our team, please use our email form.