Trust & Estates Paralegal

Trust and Estates Paralegal

Are you looking for an awesome opportunity with a reputable firm? Do yo have experience in Trust and Estates? Our client is eager to hire an experience Paralegal! 

Responsibilities:

Under the supervision of a lawyer, the paralegal will draft estate planning documents and handle all aspects of estate and trust administrations.  More specifically, the paralegal’s duties will include:

  • Drafting estate administration documents such as Petitions, Motions, Orders, Letters of Administration, Inventories, Receipts and Notices.
  • Compiling asset and debt information for estates.
  • Preparing fiduciary accountings for estate and trust administrations.
  • Preparing federal estate tax returns and federal gift tax returns.
  • Communicating directly via telephone and written correspondence with clients, personal representatives, trustees, beneficiaries and other interested parties.
  • Drafting Wills, Revocable Trust Agreements, Powers of Attorney, Health Care Proxies, Advance Directives, and Beneficiary Designation forms.
  • Researching legal and factual issues and summarizing the same for internal and external review and use.
  • Assisting with the creation, organization and maintenance of forms, client materials and attorney work product in software and databases including Microsoft Word and Microsoft Excel.
  • Assisting with the drafting of letters, making telephone calls, and sending e-mail and fax communications to other professionals.
  • Assisting with ongoing administrative client matters including obtaining EINs; maintaining and monitoring a calendar of deadlines; tracking and entering billable and non-billable time into timekeeping system; and adhering to the firm’s administrative standards.
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    Qualifications:

  • Demonstrated knowledge of all aspects of estate and trust administrations, including Florida estate and trust law; probate administration processes and procedures; Probate Court rules; duties and obligations of personal representatives and trustees; fiduciary accountings and principal and income accounting concepts; and estate and gift tax return preparation.
  • Demonstrated proficiency with Microsoft Word, Microsoft Excel, and estate administration, fiduciary accounting and tax preparation software. 
  • Keen attention to detail.
  • Strong spoken and written communication skills.
  • Ability to work independently and organize large amounts of data, both in hardcopy and electronic form, into an easily retrievable system.
  • Demonstrated problem-solving and critical-thinking skills.
  • Ability to work with multiple assigning attorneys and to adapt to changing work priorities, work flow and work assignments.
  • Demonstrated ability to manage short- and long-term deadlines to ensure timely completion of tasks while also managing day-to-day responsibilities.
  • Strong focus on client service.
  • BENEFITS

    They offer a friendly, dynamic work environment and excellent benefits.

    Please apply today by submitting your resume in Word format using the below link! To view all our open positions, please visit us at www.specialcounsel.com.



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