PROBATE PARALEGAL; WITH 3+ YEARS OF EXPERIENCE
Boca Raton – $75000;.+– In Office
Probate Paralegal needed for the Boca Raton law office that has a growing and well-established Trust and Estate practice group.
Are you:
- detail-oriented,
- work efficiently,
- highly organized.
Duties and Responsibilities:
- Draft and edit legal 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
If this sounds like a position for you and you have the experience, kindly send your resume in Word to SherryZ@TopLawJobs.com