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Trust and Estates Paralegal

2 months ago

Boca Raton, United States Fawkes IDM Full time
Job DescriptionJob Description

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

  • handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
  • Extensive communication with clients, financial planners and accountants
  • Preparation of federal and state estate tax returns and fiduciary accountings
  • Distribution of estate assets and trust funding, etc.

Requirements

  • 5+ years of experience in a similar type role.
  • College degree and/or paralegal certificate required.
  • Superior communication and mathematical skills are a must.
  • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.