Trust And Estates Paralegal

Fawkes idm - Boca Raton
new offer (06/05/2024)

job description

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.
Responsibilities:

Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.
Requirements
5+ years of experience in a similar type role.
College degree and/or paralegal certificate required.
Superior communication and mathematical skills are a must.
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

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Trust And Estates Paralegal

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