Probate Paralegal Specialist
5 days ago
We are seeking a detail-oriented and analytical individual to administer decedents' estates, establish and monitor conservatorships and trusts, and file petitions and accompanying documents with the Probate Court.
Key Responsibilities- Facilitate all aspects of trust and estate administration, including maintaining checkbook and banking records, paying bills, computing and disbursing beneficiary distributions, and computing and payment of executor and trustee commissions.
- Prepare formal and informal estate and trust accountings, documents assets, and arranges for valuation as necessary.
- Prepare estate, trust, and gift tax returns, read and interpret wills and trust instruments, and prepare and file all documents required to probate wills.
- Draft and interpret standard estate planning forms and other legal documents, including power of attorney, wills, court petitions, resignations, and other miscellaneous proceedings.
- Update and organize electronic and physical files for easy access and handle special projects or additional responsibilities as assigned.
- Bachelor's Degree or relevant experience.
- 3-5+ years of trust administration experience and tax preparation experience.
- Excellent written and verbal communication skills, analytical and numerically astute with strong demonstrated problem-solving and reporting abilities.
- Ability to work well under pressure, handle emergency situations, meet strict deadlines, and attend to multiple tasks at one time.
- Strong organizational skills, attention to detail, and ability to exercise discretion.
- Proficiency with Microsoft Office, with emphasis on WORD and Excel skills required, and familiarity with fiduciary accounting software preferred.
Flexibility to work overtime as needed, ability to travel to other office locations on occasion, and prolonged periods sitting at a desk or standing, using computer equipment.
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Probate Paralegal Specialist
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Boca Raton, Florida, United States Craig Donoff, P.A. Full timeJob 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...
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Probate Paralegal Specialist
2 weeks 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...
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Probate and Trust Paralegal Specialist
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Boca Raton, Florida, United States Cozen O'Connor P.C. Full timeProbate 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...
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Probate and Trust Paralegal
1 week ago
Boca Raton, Florida, United States Legal Search Solutions Inc Full timeJob 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...
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Probate and Trust Paralegal
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Boca Raton, Florida, United States Legal Search Solutions Inc Full timeJob 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...
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Trust and Estates Paralegal Specialist
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Litigation Paralegal Specialist
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Family Law Paralegal Specialist
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Personal Injury/Med Mal Paralegal Specialist
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Pre-Suit Paralegal Specialist
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