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.