POSITION: Trusts & Estates Paralegal
LOCATION: Boca Raton, Florida
COMPENSATION & BENEFITS: Base salary up to $115,000 plus Bonus, Medical, Dental and Vision benefits, generous vacation and sick/personal days, paid holidays, 401K, and more!
ORGANIZATION: Renowned Trust & Estates (Administration & Planning) Law Firm
KEY RESPONSIBILITIES:
- Responsible for all aspects of estate planning and estate and trust and administration
- Prepare, service and file court papers for probate proceedings, appointments or resignations of fiduciaries, disclaimers, and inventories, and claims against estates
- Prepare Federal and New York estate tax returns
- Prepare beneficiary designation forms and asset transfer forms
- Perform all aspects of insurance trust administration from transfer of policies to trusts, preparation of “crummy” notices, and management of trust bank accounts for payment of premiums
- Prepare federal estate tax returns and appropriate state estate tax returns
- Manage client contact information, letters, e-mails, estate planning documents and asset lists
- Collect and run a valuation of assets, payment of debts and bequests
- Prepare and file federal and state tax returns
- Prepare informal estate and trust accounting
- Prepare receipts and releases
REQUIRED SKILLS:
- 5+ years of Trust & Estates experience within a law firm
- Bachelor's Degree and/or Paralegal Certificate preferred
- Excellent interpersonal skills and the ability to work and coordinate for high-profile clients on a regular basis
- Familiarity with procedures of courts and regulatory agencies required
- Experience working with tax preparation and accounting software (e.g., OneSource) preferred
- The ability to work well under pressure and coordinate several activities at once
- Experience in legal research and locating individuals
- Ability to draft wills, trusts, powers of attorney, and health care documents is a plus
- Notary license is a plus
- Advanced Microsoft Word and proficiency with Outlook, Excel and PowerPoint
- Excellent verbal and written communication skills
- Ability to work effectively with all levels of staff
- Highly adaptable, proactive and works well under pressure
