Probate Paralegal Specialist

5 days ago


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

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.
Requirements
  • 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.
Working Conditions

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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