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Experienced Probate Paralegal Wanted

2 months ago

Lakeland, Florida, United States JRG Partners Full time
Job Overview

Position: Paralegal/Legal Assistant – Probate

Role Summary

We are seeking a qualified Paralegal/Legal Assistant to join our team at JRG Partners. The ideal candidate will have a minimum of 5 years of experience in areas such as wealth transfer, estate planning, trust administration, and probate law. This role involves the preparation of estate, gift, and fiduciary income tax returns, as well as the electronic submission of probate court documents.

Key Responsibilities:

  • Prepare and file necessary legal documents related to probate and estate planning.
  • Assist in the administration of trusts and estates.
  • Conduct thorough research and maintain accurate records.
  • Communicate effectively with clients and legal professionals.

Qualifications:

  • Strong attention to detail with excellent proofreading and drafting skills.
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel).
  • Experience with estate tax return software such as GEMS or Prosystems is preferred.
  • Exceptional organizational and multitasking abilities.

Benefits:

We provide a competitive salary along with a comprehensive benefits package, all within a professional work environment.