Probate Paralegal

4 weeks ago

Boca Raton, United States Wiggin and Dana LLP Full time

Summary

We seek a detail-oriented individual to join our team. The Paralegal’s primary responsibility is to administer decedents’ estates, establish and monitor conservatorships and trusts, file petitions and accompanying documents with Probate Court, locate assets and debts. The Paralegal gathers and reviews documents to settle the estate and assists in the preparation of all tax returns and the final accounting. This position requires regular contact with family members of decedents and beneficiaries.


Job Duties

The following are essential job duties and responsibilities of a Paralegal – Estate Administration. The list is not exhaustive, and other duties may be assigned as necessary.

Facilitate all aspects of trust and estate administration including:

Maintaining checkbook and banking record.

pays bills.

computing and disbursing beneficiary distributions.

computing and payment of executor and trustee commissions.

prepare formal and informal estate and trust accountings.

documents assets and arranges for valuation as necessary.

Prepares estate, trust and gift tax returns.

Read and interpret wills and trust instruments; prepare and file all documents required to probate wills; prepare receipt and release agreements, disclaimers, affidavits, accounting petitions; handle issuance and revocation of letters and other miscellaneous proceedings, including preparation of petitions and overseeing service on interested parties

Draft and interpret standard estate planning forms and other legal documents (power of attorney, wills, court petitions, resignations, etc.)

Update and organize electronic and physical files for easy access.

Handle special projects or additional responsibilities as assigned.

Requirements


Education: Bachelor's Degree or relevant experience.


Experience: 3-5+ years of trust administration experience and tax preparation experience.


Knowledge/Skills and Abilities:

Excellent written and verbal communication skills.

Analytical, numerically astute with strong demonstrated problem-solving and reporting abilities.

Ability to work well under pressure and handle emergency situations.

Ability to meet strict deadlines and attend to multiple tasks at one time.

Strong organizational skills and attention to detail.

Strong interpersonal skills in order to communicate with a diverse group of attorneys, staff and clients.

Ability to exercise discretion.

Ability to work both independently and in a team environment.

Proficiency with Microsoft Office with emphasis on WORD and Excel skills required.

Familiarity with fiduciary accounting software preferred.


Essential Demands of the Role:

Flexibility to work overtime as needed.

Ability to travel to other office locations on occasion.

Prolonged periods sitting at a desk or standing; using computer equipment.

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