• Location: BOCA, FL
  • Type: Perm
  • Job #14465

PARALEGAL With Trust & Estates Experience

Boca Raton – $80,000.00. to 100,000.00– In Office (depending on experience)

 

Trust & Estates Paralegal needed for the Boca Raton law office that has a growing and well-established Trust and Estate practice group.

We are seeking candidates who are detail-oriented, work efficiently, and highly organized. Applicants should have a minimum of two to three years of experience in a setting that serves high-net-worth clients. 

 

Your Trust & Estates Paralegal Duties and Responsibilities:

 

  • Draft and edit legal documents, especially estate planning documents, for attorney review
  • Answer trust funding questions from clients. Coordinate the transfer of assets into trusts, including bank accounts, stock transfers, and real estate deeds.
  • Maintain financial records for the use of preparing tax returns and fiduciary accountings
  • Distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.
  • Establish estate checking accounts.
  • Classify clients’ assets, coordinate the transfers of real property and non-qualified accounts into legal entities, and assist with the modification of designated beneficiaries for qualified accounts, life insurance, and annuities
  • Speak directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines
  •  

If this sounds like a position for you and you have the experience, kindly send your resume in Word to Sherry.

 

Ref 14465

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