Trusts & Estates Paralegal Specialist

2 days ago


West Palm Beach, Florida, United States McLaughlin & Stern Full time

McLaughlin & Stern, a well-established law firm founded in 1898 with offices in New York, New Jersey, Connecticut, and Florida, is seeking a high-level Trusts & Estates Paralegal to facilitate all aspects of trust and estate administration.

Estimated salary: $75,000 - $100,000 per year, commensurate with experience.

Job Description
  • Key Responsibilities:
  • Facilitate trust and estate administration, including preparation and filing of pleadings required for probate.
  • Prepare and file all necessary documents, such as wills, trust agreements, deeds, and other legal documents.
  • Identify and categorize assets, arrange for valuation and appraisals, and compute beneficiary distributions.
  • Assist estate accountant in preparing gift and income tax returns.
  • Prepare receipt and release agreements, disclaimers, affidavits, consents, and waivers.
  • Compute and pay fiduciary commissions.
  • Prepare formal and informal estate and trust accountings.
  • Create and maintain an internal docket of estate proceedings.
  • Assist with miscellaneous probate proceedings, including preparation of petitions and overseeing service on interested parties.

Requirements:

  • Excellent written and verbal communication skills.
  • Strong analytical, numerical, and problem-solving abilities.
  • Ability to work well under pressure, meet strict deadlines, and attend to multiple tasks simultaneously.
  • Strong organizational skills, attention to detail, and interpersonal skills.
  • Proficiency with Microsoft Office, with emphasis on Word and Excel.


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