Probate and Trust Coordinator

3 days ago


Boca Raton, Florida, United States Fawkes IDM Full time
About the Role
We are seeking an experienced Trust and Estates Paralegal to join our team at Fawkes IDM. As a key member of our probate and trust department, you will be responsible for handling all phases of estate and trust administration, including probate. Your extensive communication skills will enable you to work closely with clients, financial planners, and accountants to prepare federal and state estate tax returns and fiduciary accountings. Additionally, you will be responsible for distributing estate assets and trust funding.

Key Responsibilities:
• Handle all phases of estate and trust administration, including probate
• Prepare federal and state estate tax returns and fiduciary accountings
• Distribute estate assets and trust funding
• Communicate with clients, financial planners, and accountants

Requirements:
• 5+ years of experience in a similar role
• College degree or paralegal certificate
• Strong mathematical skills and proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word

We estimate the salary for this position to be around $85,000 - $110,000 per year, based on industry standards and location.

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