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Probate Paralegal

1 month ago

Boca Raton, United States EJI Recruiting, LLC Full time
Job DescriptionJob Description

Hiring for a Probate Paralegal to join a prestigious and growing Trust and Estates firm in Fort Lauderdale. This is a full-time, in-office position with a competitive comp package, room for growth, and an excellent team

Duties, Responsibilities, and Requirements:

  • Must have 3+ years of probate, estate, and asset experience
  • Must be Paralegal certified
  • Prepare Probate Pleadings, along with other legal documents
  • Marshal inventory and distribution of assets
  • Knowledge of IRS Forms such as gift tax (709) and estate tax (706) returns
  • Recording documents and deeds with courts, E-Filing
  • Proofread all documents and correspondence for accuracy
  • Billing - prepare invoices, create cover letters, and send out to clients
  • Enter time and print reports as requested
  • Maintaining client’s files, including preparing documents for signings
  • Communicate daily with clients in a professional manner
  • Maintain confidentiality of client information
  • Provide support to Attorneys

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