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Trust and Estates Paralegal Specialist

2 months ago

Boca Raton, Florida, United States Fawkes IDM Full time
Job Overview

Fawkes IDM is seeking a highly skilled Trust and Estates Paralegal to join our team. As a key member of our legal services department, you will be responsible for handling all phases of estate and trust administration.

Key Responsibilities:

  • Manage estate and trust administration, including probate, with a strong understanding of New Jersey, New York, and Florida probate laws.
  • Develop and maintain strong relationships with clients, financial planners, and accountants through effective communication.
  • Prepare and submit federal and state estate tax returns and fiduciary accountings in a timely and accurate manner.
  • Coordinate the distribution of estate assets and trust funding, ensuring compliance with relevant laws and regulations.

Requirements:

  • Minimum 5 years of experience in a similar role, with a strong background in estate administration.
  • College degree and/or paralegal certification required.
  • Excellent communication and mathematical skills, with the ability to work accurately and efficiently.
  • Proficiency in estate tax software, such as ONESOURCE/Fast Tax, HotDocs, and Microsoft Word.