Paralegal

2 weeks ago

Fort Myers, United States Glades INC Full time

**Glades Talent **is working with a standout **Trust and Estates** firm in **Fort Myers** looking to bring aboard a talented **Paralegal.**

Regular duties of the role include, but are not limited to, the following items:

- Prepare pleadings to file with the court to initiate summary and formal probate proceedings
- E-filing of documents with the court
- Monitor and maintain the probate administration and trust administration electronic files in the office
- Review the client’s estate planning documents
- Prepare documents relating to the initial trust administration meeting, including Acceptances of Trustees, Resignations/Declinations of Trustees, Notices to Beneficiaries, etc.
- Prepare necessary memoranda and correspondence
- Conference with attorneys, clients, beneficiaries and family members
- Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
- Gather information regarding the assets and debts of an estate and/or trust
- Prepare accountings for both probate and trust administration
- Prepare declaration of assets for trust administration
- Locate beneficiaries of an estate or trust, if necessary
- Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash
- Gather information needed for preparation of tax returns required for an estate and trust administration and coordinate with CPA for the preparation of the tax returns
- Prepare trust accountings using trust accounting software
- Assist the fiduciary in asset transfer activities and retitling after appointment of the successor fiduciary
- Use database software ClickUp to manage tasks and additional software to create documents and manage files
- Draft correspondence to beneficiaries and fiduciaries

**REQUIREMENTS**:

- 3 years’ prior experience as a FLORIDA probate/trusts administration paralegal or Legal Assistant (required)
- Florida Notary (preferred)

EOE

Pay: $60,000.00 - $70,000.00 per year

**Benefits**:

- 401(k)
- Health insurance
- Paid time off

Schedule:

- Monday to Friday

Travel requirement:

- No travel

**Experience**:

- Wills, trusts, & estate law: 3 years (required)

Ability to Commute:

- Fort Myers, FL (required)

Work Location: In person

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