Current jobs related to Estate Administration Paralegal - Boca Raton, Florida - Wiggin and Dana LLP

  • Probate and Trust Paralegal

    4 weeks ago

    Boca Raton, Florida, United States Legal Search Solutions Inc Full time

    Job SummaryA reputable law firm in Boca Raton is seeking a skilled Probate and Trust Paralegal to join their team. The ideal candidate will have a strong background in estate administration and trust management.Key ResponsibilitiesAssist in the preparation of estate and gift tax returnsManage trust and estate administrations from inception to...

  • Commercial Real Estate Paralegal Specialist

    4 weeks ago

    Boca Raton, Florida, United States Ascendo Resources Full time

    Job Title: Commercial Real Estate ParalegalWe are seeking a highly skilled and experienced Commercial Real Estate Paralegal to join our dynamic team at Ascendo Resources. Our boutique law firm is known for its commitment to providing high-quality legal services and personalized attention to each client.Job Summary:The ideal candidate will have a strong...

  • Probate Paralegal Specialist

    4 weeks ago

    Boca Raton, Florida, United States Craig Donoff, P.A. Full time

    Job OpportunityCraig Donoff, P.A. is seeking a highly skilled and experienced probate paralegal to join our team. As a probate paralegal, you will be responsible for administering estates and trusts from start to finish, including e-filing legal documents, preparing probate documents, and recording documents in the public records.Key...

  • Probate and Trust Paralegal

    1 month ago

    Boca Raton, Florida, United States Legal Search Solutions Inc Full time

    Job OpportunityWe are seeking a highly skilled Probate and Trust Paralegal to join our team at a reputable law firm in Boca Raton.Key Responsibilities:Assist in the administration of trusts and estates from inception to completion.Prepare estate and gift tax returns as needed.Develop and maintain strong relationships with clients and colleagues.Stay...

  • Probate and Trust Paralegal Specialist

    1 month ago

    Boca Raton, Florida, United States Cozen O'Connor P.C. Full time

    Probate and Trust Paralegal OpportunityWe are seeking a highly skilled and experienced Probate and Trust Paralegal to join our Private Client Services group in Boca Raton. The ideal candidate will have a minimum of 3-5 years of paralegal experience in Probate and Trust Administration, with a strong background in managing confidential information and handling...

  • Probate Paralegal Specialist

    3 weeks ago

    Boca Raton, Florida, United States Craig Donoff, P.A. Full time

    Job OverviewCraig Donoff, P.A. is seeking a highly skilled and experienced Estate Administration professional to join our team. As a probate paralegal, you will play a critical role in handling Estate Administration, including Probate and Trust Administration.Key ResponsibilitiesAdminister Estates and Trusts from inception to completionE-file legal documents...

  • Estate Planning Coordinator

    2 weeks ago

    Boca Raton, Florida, United States Cozen O'Connor P.C. Full time

    Estate Planning Assistant OpportunityCozen O'Connor is seeking a highly skilled Estate Planning Assistant to join our team in Boca Raton. The ideal candidate will possess strong estate planning experience and a keen eye for detail.Key Responsibilities:Finalize draft documents for client review and approval.Prepare and finalize documents for client...

  • Paralegal Specialist

    2 weeks ago

    Boca Raton, Florida, United States JRG Partners Full time

    Unlock Your Potential as a ParalegalAre you a highly skilled and motivated individual looking to take your paralegal career to the next level? Look no further than JRG Partners, a premier executive search firm specializing in top talent placement in the legal industry.We are currently seeking highly skilled paralegals to join our esteemed law firm clients'...

  • Probate Paralegal Specialist

    2 weeks ago

    Boca Raton, Florida, United States SourcePro Search, LLC Full time

    Probate Paralegal OpportunityWe are seeking a highly skilled Probate Paralegal to join our Trust and Estates Practice Group in Boca Raton and Downtown Fort Lauderdale offices. The ideal candidate will have extensive knowledge of probate, guardianships, and trust modifications, with a minimum of three to five years of experience in a law firm setting.Key...

  • Probate Paralegal Specialist

    1 month ago

    Boca Raton, Florida, United States SourcePro Search, LLC Full time

    {"title": "Probate Paralegal", "description": "Job SummaryWe are seeking a highly skilled Probate Paralegal to join our Trust and Estates Practice Group in our Boca Raton and Downtown Fort Lauderdale offices. The ideal candidate will have extensive knowledge of probate, guardianships, and trust modifications, with a minimum of three to five years of...

  • Probate Paralegal Specialist

    4 days ago

    Boca Raton, Florida, United States Ascension Global Staffing & Executive Search Full time

    At Ascension Global Staffing & Executive Search, we pride ourselves on identifying and attracting top talent across the nation. Our firm is dedicated to creating an environment that fosters success for both employers and candidates. We are seeking a Probate Paralegal to join our client's Boca Raton office in their Trust and Estates Practice Group. The ideal...

  • Paralegal Specialist

    2 weeks ago

    Boca Raton, Florida, United States JRG Partners Full time

    Unlock Your Potential as a ParalegalAre you a highly skilled and motivated individual looking to excel in the legal field? JRG Partners, a premier executive search firm, is seeking talented paralegals to join our esteemed law firm clients' internal teams.Key Practice Areas:LitigationCommercial LitigationCorporatePersonal InjuryFamily LawImmigrationCommercial...

  • Paralegal Specialist

    2 weeks ago

    Boca Raton, Florida, United States JRG Partners Full time

    Unlock Your Potential as a ParalegalAre you a motivated and detail-oriented individual looking to excel in the legal field? JRG Partners, a leading executive search firm, is seeking highly skilled paralegals to join top law firms in South Florida and nationwide.Key Practice Areas:LitigationCommercial LitigationCorporatePersonal InjuryFamily...

  • Mortgage Foreclosure Complaints Paralegal

    1 month ago

    Boca Raton, Florida, United States De Novo Review Inc Full time

    Mortgage Foreclosure Complaint ParalegalDe Novo Review Inc, a boutique real estate law firm, is seeking an experienced Mortgage Foreclosure Complaint Paralegal to join their team in Boca Raton, FL. This is a full-time position, but part-time consideration will be given.Key ResponsibilitiesPrepare and file mortgage foreclosure complaints with expertise.Review...

  • Paralegal Specialist

    2 weeks ago

    Boca Raton, Florida, United States JRG Partners Full time

    Unlock Your Potential as a ParalegalAre you a highly skilled paralegal looking to elevate your career in the legal industry? Look no further than JRG Partners, a premier executive search firm in the US. With a 22-year track record of excellence, we connect top talent with the best-suited roles in leading companies.We are actively seeking highly skilled...

  • Probate Paralegal Specialist

    4 days ago

    Boca Raton, Florida, United States FuteGlobal Full time

    We are seeking a skilled Probate Paralegal to support our client\u2019s Trust and Estates Practice Group. The ideal candidate will have 3-5 years of experience in a law firm, with extensive knowledge of probate processes, including guardianships and trust modifications.Key Responsibilities:Provide comprehensive legal support to attorneys.Prepare probate...

  • Legal Administrative Assistant

    4 weeks ago

    Boca Raton, Florida, United States AMS Staffing Inc. Full time

    Job Title: Legal Administrative AssistantJob Summary: We are seeking an experienced Legal Administrative Assistant to provide comprehensive support to our attorneys, associates, and paralegals across various practice areas, including Corporate, Litigation, Tax, and Trusts & Estates.Key Responsibilities:Assist attorneys and legal teams with administrative...

  • Senior Real Estate Administrative Coordinator

    2 weeks ago

    Boca Raton, Florida, United States Beacon Hill Full time

    Job Summary:We are seeking a highly skilled Administrative Assistant to join our Real Estate Division. The ideal candidate will have expertise in real estate contracts and closings, with a strong understanding of the industry's terminology and processes.The successful candidate will be responsible for managing client files, preparing closing documents, and...

  • Legal Administrative Assistant

    2 weeks ago

    Boca Raton, Florida, United States Beacon Hill Full time

    Beacon Hill is seeking a highly skilled administrative legal assistant with expertise in real estate. Your comprehensive knowledge of real estate contracts and closings is essential from the initial intake to title and closing processes, supporting the real estate group. Your responsibilities will encompass managing both physical and digital client files,...

  • Mortgage Foreclosure Complaint Paralegal

    2 weeks ago

    Boca Raton, Florida, United States De Novo Review Inc Full time

    Job Title: Mortgage Foreclosure Complaint ParalegalDe Novo Review Inc, a boutique real estate law firm, is seeking an experienced Mortgage Foreclosure Complaint Paralegal to join their team in Boca Raton, FL. This full-time position involves working on mortgage foreclosure complaints and requires a strong background in preparing and filing such...

Estate Administration Paralegal

2 months ago

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

Overview

We are looking for a meticulous professional to take on the role of Paralegal specializing in estate management. The primary focus of this position is to oversee the administration of estates for deceased individuals, manage conservatorships and trusts, file necessary petitions with the Probate Court, and identify both assets and liabilities. This role involves thorough document collection and review to facilitate estate settlement, as well as assisting in the preparation of tax returns and final accountings. Regular interaction with family members of the deceased and beneficiaries is a key aspect of this position.

Key Responsibilities

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

  • Oversee all facets of trust and estate management, including:
  • Maintaining financial records and bank statements.
  • Processing payments and managing expenses.
  • Calculating and distributing beneficiary shares.
  • Determining and compensating executor and trustee fees.
  • Preparing both formal and informal estate and trust account statements.
  • Documenting assets and coordinating valuations as needed.
  • Preparing estate, trust, and gift tax documentation.
  • Interpreting wills and trust documents; filing all necessary probate documents; preparing receipts and release agreements, disclaimers, affidavits, and accounting petitions; managing the issuance and revocation of letters and other related proceedings, including drafting petitions and ensuring service on interested parties.
  • Drafting and interpreting standard estate planning documents and other legal forms (such as powers of attorney, wills, court petitions, resignations, etc.).
  • Organizing and updating electronic and physical files for streamlined 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 administration and tax preparation.

Skills and Competencies:

  • Exceptional written and verbal communication abilities.
  • Strong analytical skills with a knack for problem-solving and reporting.
  • Ability to perform well under pressure and handle urgent situations.
  • Capability to meet tight deadlines while managing multiple tasks simultaneously.
  • Excellent organizational skills and attention to detail.
  • Strong interpersonal skills for effective communication with a diverse range of attorneys, staff, and clients.
  • Ability to maintain confidentiality and exercise discretion.
  • Capacity 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 a plus.

Job Demands:

Flexibility to work additional hours as necessary. Occasional travel to other office locations may be required. The role involves prolonged periods of sitting at a desk or standing while using computer equipment.