Paralegal

PARALEGAL WITH TRUST & ESTATES EXPERIENCE

Overview

The WPB Office of a prestigious firm is looking to hire an experienced paralegal with trusts and estates experience. This is an opportunity to join a top law firm and work closely with a collegial group of attorneys and staff. The firm represents high net worth individuals and requires knowledge and experience in trusts and estates

A successful legal assistant will perform administrative and client-specific work to support the Firm's objective of distinguishing itself through exceptional service.

Responsibilities:

• Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
• Preparing accountings for both estates and trusts;
• Preparing death tax returns, including the federal estate tax return and state estate tax returns;
• Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
• Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:

• Undergraduate degree and paralegal certification (or equivalent)
• Familiarity with procedures of courts and regulatory agencies
• Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
• Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)
• Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
• Good understanding of basic business relationships and client confidentiality principles

Qualifications/Requirements:

4+ years of Trusts and Estates legal administrative experience.

Experience handling a wide range of administrative tasks.

Ability to effectively manage conflicting priorities.

Excellent verbal, written, organizational, analytical, and interpersonal skills.

Ability to produce accurate draft documents from a variety of sources.

Experience with court and regulatory agency procedures for Florida courts.

Ability to work independently with minimal supervision while contributing to a team.

Demonstrate a high degree of professionalism, confidentiality, discretion, and decorum.

Must possess the ability to learn and use advanced software applications.

*2 days remote allowed

The firm offers an outstanding salary and benefit package.

REF#17031