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Estate Administration Paralegal

2 months ago

Boca Raton, Florida, United States Wiggin and Dana LLP Full time

Overview

We are looking for a meticulous individual to fill the role of Paralegal specializing in estate management. The primary function of this position is to oversee the administration of estates for deceased individuals, manage conservatorships and trusts, submit petitions and related documents to the Probate Court, and identify both assets and liabilities. This role involves gathering and evaluating documentation necessary for estate resolution and assisting in the preparation of tax returns and final financial statements. Regular interaction with the families of decedents and beneficiaries is an integral part of this position.

Key Responsibilities

The following duties are essential for the Paralegal – Estate Management role. This list is not exhaustive, and additional responsibilities may be assigned as needed:

  • Oversee all facets of trust and estate management, including:
  • Maintaining financial records and bank statements.
  • Processing payments and settling bills.
  • Calculating and distributing beneficiary payments.
  • Determining and disbursing executor and trustee fees.
  • Preparing both formal and informal estate and trust financial reports.
  • Documenting assets and coordinating valuations as required.
  • Preparing estate, trust, and gift tax documentation.
  • Interpreting wills and trust documents; preparing and filing necessary probate documents; drafting receipts and release agreements, disclaimers, affidavits, and accounting petitions; managing the issuance and revocation of letters and other related proceedings, including petition preparation and ensuring service to interested parties.
  • Drafting and interpreting standard estate planning documents and other legal instruments (such as powers of attorney, wills, court petitions, resignations, etc.).
  • Organizing and updating electronic and physical files for efficient access.
  • Managing special projects or additional tasks as assigned.

Qualifications

Education: Bachelor’s Degree or equivalent experience.

Experience: 3-5+ years of experience in trust management and tax documentation.

Skills and Competencies:

  • Exceptional written and verbal communication abilities.
  • Strong analytical skills with a keen numerical aptitude and proven problem-solving capabilities.
  • Ability to perform well under pressure and manage urgent situations.
  • Capacity to meet tight deadlines while juggling multiple tasks.
  • Excellent organizational skills and attention to detail.
  • Strong interpersonal skills to effectively communicate with a diverse range of attorneys, staff, and clients.
  • Ability to maintain confidentiality.
  • Capability to work independently as well as collaboratively within a team.
  • Proficiency in Microsoft Office, particularly in Word and Excel.
  • Familiarity with fiduciary accounting software is preferred.

Essential Role Demands:

  • Willingness to work overtime as necessary.
  • Occasional travel to other office locations may be required.
  • Ability to sit for extended periods or stand while using computer equipment.