Paralegal Estates Specialist

4 weeks ago


Tampa, Florida, United States Shriners Children's Full time
Job Overview

Shriners Children's is seeking a highly skilled Paralegal Estates Specialist to join our Corporate Headquarters team in Tampa, FL. The successful candidate will provide support and assistance to our attorneys in the Estate and Trust practice group, ensuring the smooth administration of estates and trusts.

Responsibilities
  • Provide substantive legal support to supervising attorneys, drafting and preparing documents, managing department files, and entering financial data into Practice Manager.
  • Audit estate and trust accountings for accuracy, prepare Excel spreadsheets, and investigate and report inaccuracies to attorneys.
  • Provide the Finance Department with all necessary information and documentation to record assets received through the Legal Department.
  • Oversee the proper entry and recordation of various types of information in the department's electronic file system and paper files.
  • Initiate calls to Courts, Attorneys, Financial Institutions, and other relevant parties to obtain estate and trust administration information.
Qualifications
  • 4 or more years of legal experience in estate planning, trusts, and estates preferred.
  • Experience with trust and estate accounting preferred.
  • Proficiency in PGCalc or similar Planned Giving software program preferred.
  • Experience transcribing dictation preferred.
  • Legal research experience preferred.
Education
  • High School Diploma/GED required.
  • Associate's Degree in Paralegal Studies required.
  • Florida Registered Paralegal preferred.


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