Probate and Trust Services Coordinator

16 hours ago


West Palm Beach, Florida, United States McLaughlin & Stern Full time
Join Our Team

We are seeking a Probate and Trust Services Coordinator to join our team at McLaughlin & Stern.

The successful candidate will have 5+ years of experience in probate and trust administration and tax preparation.

Estimated Salary: $85,000 - $115,000 per year

Responsibilities:
  • Facilitate all aspects of trust and estate administration
  • Prepare and file pleadings required to probate wills
  • Identify and categorize assets, arrange for valuation and appraisals
  • Read and interpret wills, trust agreements, deeds, and other legal documents
  • Prepare estate tax returns
  • Assist the estate accountant in preparing gift and income tax returns
  • Prepare receipt and release agreements, disclaimers, affidavits, consents, and waivers
  • Calculate and disburse beneficiary distributions
  • Compute and pay fiduciary commissions
  • Prepare formal and informal estate and trust accountings
  • Create and maintain an internal docket of estate proceedings
  • Assist with miscellaneous probate proceedings, including preparation of petitions and service on interested parties
  • Update and organize electronic and physical files for easy access
  • Handle special projects or additional responsibilities as assigned
Requirements:
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Ability to work under pressure and handle urgent matters
  • Strong organizational skills and attention to detail
  • Ability to communicate effectively with attorneys, staff, and clients
  • Proficiency with Microsoft Office, with emphasis on Word and Excel
Benefits:
  • Full-time benefits include health, dental, vision, life insurance, 401K, vacation, sick days, and holidays
  • Discretionary profit sharing and bonuses


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