Trust & Estate Paralegal
2 weeks ago
Your Trust & Estates Paralegal Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- Draft and edit legal documents, especially estate planning 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 the modification of designated beneficiaries for qualified accounts, life insurance, and annuities
- Speak directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines
We have great benefits, most of which are effective on your first day:
- Heavily subsidized health insurance premiums
- Firm paid HSA contributions ranging from $600 and $1,200 annually
- Firm pays 100% of employee only premium for dental insurance and provides inexpensive options for dependents.
- Firm pays 100% of employee only premium for vision insurance and provides inexpensive options for dependents
- Tax advantaged account options like Flexible Spending Accounts and Dependent Care Accounts
- Life Insurance, paid by the Firm
- Long-Term Disability Insurance, paid by the Firm
- Employee Assistance Program (EAP)
- 11 paid holidays (in 2024)
- Generous PTO for full-time employees
- Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution after 1 year of service
-
Trust and Estates Paralegal
2 weeks ago
Boca Raton, United States Fawkes IDM Full timeJob DescriptionJob DescriptionA 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 accountantsPreparation of...
-
Trust & Estates Administration Paralegal
4 days ago
Boca Raton, United States Job Juncture Full timeJob DescriptionJob Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates. You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. Your...
-
Trusts & Estates Administration Paralegal
3 weeks ago
Boca Raton, United States Top Tier Reps LLC Full timeJob DescriptionJob DescriptionOur client is seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join their New Jersey, New York or Florida Offices.Salary is commensurate with experience. The salary range for this position is $76,500 to 162,500.ResponsibilitiesResponsible for handling all phases of estate and trust...
-
Trust and Estates Paralegal
2 weeks ago
Boca Raton, Florida, United States Fawkes IDM Full timeA 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, Trusts
2 weeks ago
Boca Raton, United States Fawkes IDM Full timeJob DescriptionJob DescriptionResponsibilitiesProvide legal advice and guidance on a wide range of tax and trust planning matters.Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and...
-
Probate Paralegal
3 weeks ago
Boca Raton, United States EJI Recruiting, LLC Full timeJob DescriptionJob DescriptionHiring 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 experienceMust be...
-
Trust & Estates Attorney - On Site (205)
2 weeks ago
Boca Raton, United States Denovo Review Full timeJob DescriptionJob DescriptionA national full-service business law firm with 200 attorneys and locations across the United States is seeking a Trust & Estates Attorney for their Fort Lauderdale or Boca Raton office.Qualifications: Attorneys should 5-15 years of experience.Ideal candidates will have experience in complex estate planning, asset protection...
-
Estate Planning Attorney
2 weeks ago
Boca Raton, United States Trusted law office Full timeJob DescriptionJob DescriptionI am looking for an attorney admitted to the FL bar, who wants less stress less hours 9-5 for 3-5days a week. Estate Planning experience nice but also training provided ie: Trusts, Probate, Deeds, POA, LW, HCS. No court, No litigation, Must be able to sit and review documents the paralegals and clients.Business, bookkeeping,...
-
Foreclosure Sales Paralegal
3 weeks ago
Boca Raton, United States Denovo Review Full timeJob DescriptionJob DescriptionA boutique real estate law firm open since 2009 with a focus on creditor, default legal work is seeking an experienced Foreclosure Sales Paralegal to join their growing team. This position is based out of their Boca Raton, FL office, is a full time position but will consider part-time as well. The paralegal will be responsible...
-
Administrative Assistant
2 weeks ago
Boca Raton, United States The Siegel Law Group Full timeJob DescriptionJob DescriptionWe are seeking a meticulous and proactive Admin Assistant to join our esteemed estate planning law firm in Boca Raton, FL. As Admin Assistant you will play a pivotal role in ensuring the accurate preparation and organization of all Estate Planning documents. Your responsibilities will encompass maintaining the integrity of our...
-
Paralegal Mortgage Foreclosure Complaints
3 weeks ago
Boca Raton, United States Denovo Review Full timeJob DescriptionJob DescriptionA boutique real estate law firm open since 2009 with a focus on creditor, default legal work is seeking an experienced Mortgage Foreclosure Complaint Paralegal to join their growing team. This position is based out of their Boca Raton, FL office, is a full time position but will consider part-time as well. The candidate will be...
-
Legal Practice Assistant
2 weeks ago
Boca Raton, United States The Rockridge Group Full timeJob DescriptionJob Description Title: Legal Practice Assistant (LPA)Location: Florida OfficeROLE:Seeking a legal practice assistant (LPA) for our client’s Boca Raton, FL Office. Duties will vary depending upon the attorneys that the legal practice assistant will support. Currently this position will provide support to a litigation partner and a...
-
Estate Planning Attorney
2 weeks ago
Boca Raton, United States Now Hiring You, LLC Full timeJob DescriptionJob DescriptionBoca Raton, Tax & Trust Estate Position. LLM in Tax is preferred
-
Legal Assistant
1 week ago
Boca Raton, United States Beller Smith, PL Full timeLegal AssistantBoutique trusts and estates practice seeks a full-time legal assistant that is detail oriented, has excellent time management skills, strong organizational skills, and an outstanding work ethic. Salary commensurate with experience. IMMEDIATE OPENING. Skills/Qualifications: This full-time position requires a very organized and extremely...
-
Legal Assistant
1 week ago
Boca Raton, United States Beller Smith, PL Full timeLegal AssistantBoutique trusts and estates practice seeks a full-time legal assistant that is detail oriented, has excellent time management skills, strong organizational skills, and an outstanding work ethic. Salary commensurate with experience. IMMEDIATE OPENING. Skills/Qualifications: This full-time position requires a very organized and extremely...
-
Paralegal - Elder Law and Medicaid
3 weeks ago
Boca Raton, United States The Siegel Law Group, P.A. Full timeSummaryThe Medicaid Specialist makes a meaningful difference in the lives of aged and disabled individuals by assisting them in accessing vital Medicaid benefits and services such as Institutional Care Program (ICP), Qualified Medicare Beneficiary (QMB), and Medicaid waiver benefits. Guided by our core values of integrity, teamwork, passion, and compassion,...
-
Paralegal - Elder Law and Medicaid
2 weeks ago
Boca Raton, United States The Siegel Law Group, P.A. Full timeSummaryThe Medicaid Specialist makes a meaningful difference in the lives of aged and disabled individuals by assisting them in accessing vital Medicaid benefits and services such as Institutional Care Program (ICP), Qualified Medicare Beneficiary (QMB), and Medicaid waiver benefits. Guided by our core values of integrity, teamwork, passion, and compassion,...
-
Paralegal - Elder Law and Medicaid
2 weeks ago
Boca Raton, United States The Siegel Law Group, P.A. Full timeSummaryThe Medicaid Specialist makes a meaningful difference in the lives of aged and disabled individuals by assisting them in accessing vital Medicaid benefits and services such as Institutional Care Program (ICP), Qualified Medicare Beneficiary (QMB), and Medicaid waiver benefits. Guided by our core values of integrity, teamwork, passion, and compassion,...
-
CPA Tax Manager
2 weeks ago
Boca Raton, United States CareerBuilder Full timeJob Description Job Description We are seeking an experienced CPA to be a full-time Tax Manager. The ideal candidate will have strong multi-tasking skills, as disruptions will be common. We need someone who is diligent, detail and goal oriented, and able to handle a fast-paced environment. The ideal candidate will have prior bookkeeping and tax...
-
CPA Tax Manager
2 weeks ago
Boca Raton, United States James Surman & Goldberg CPA Full timeJob DescriptionJob DescriptionWe are seeking an experienced CPA to be a full-time Tax Manager. The ideal candidate will have strong multi-tasking skills, as disruptions will be common. We need someone who is diligent, detail and goal oriented, and able to handle a fast-paced environment. The ideal candidate will have prior bookkeeping and tax...