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Paralegal

4 months ago

Boca Raton, United States Legal Search Solutions, Inc. Full time

PROBATE PARALEGAL; WITH 3+ YEARS OF EXPERIENCE

Boca Raton - $75000 + In Office

A Probate Paralegal is needed for the Boca Raton law office, which has a growing and well-established Trust and Estate practice group.

Are you:

  • detail-oriented,
  • work efficiently,
  • highly organized.

Duties and Responsibilities:

  • Draft and edit legal documents for attorney review.
  • Answer trust funding questions from clients.
  • Coordinate the transfer of assets into trusts, including bank accounts, stock transfers, and real estate deeds.
  • Maintain financial records for the use of preparing tax returns and fiduciary accountings.
  • Distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.
  • Establish estate checking accounts.
  • Classify clients’ assets, coordinate the transfers of real property and non-qualified accounts into legal entities, and assist with modifying designated beneficiaries for qualified accounts, life insurance, and annuities.

If this sounds like a position for you and you have the experience, kindly send your resume in Word to SherryZ@TopLawJobs.com.

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