Probate and Trust Paralegal Position Available In Palm Beach, Florida
Tallo's Job Summary: National law firm in Boca Raton, Florida is hiring a full-time Probate and Trust Paralegal. The ideal candidate should have 5+ years of experience in Probate and Trust Administration, strong communication skills, and the ability to manage confidential information. The role includes preparing documentation, working with clients, and handling court filings. A hybrid work schedule is offered. Experience with estate and gift tax returns, high net worth families, and legal software is a plus. A college degree and/or paralegal certificate is required.
Job Description
Probate and Trust Paralegal Boca Raton, Florida | Direct (Permanent) Full Time | NA April 21, 2025 |
Job ID:
1408098_1745261484 Job Summary Job Description National law firm is seeking a full-time Probate and Trust Paralegal to join the Private Client Services group. The candidate should have a minimum of 5 years paralegal experience in Probate and Trust Administration. The candidate should have strong communication, organizational and interpersonal skills and be comfortable prioritizing and balancing a variety of tasks. The candidate must have the ability to manage confidential information with discretion, be able to handle trust/estate administrations from inception through to completion, and a desire to grow in the position. The firm is offering a hybrid work schedule of 3 days in the office, 2 days remote for all paralegals. Experience in preparing estate and gift tax returns, working with high net worth families, knowledge in Litify and Westlaw Firm Builder a plus. Responsibilities Probate and Trust Administration responsibilities: Management of probate and trust administration files from initial client contact through completion of the process.
Preparation of Asset Information Spreadsheets.
Prepare all required probate and trust administration documentation for client meetings.
Status letters to clients and beneficiaries.
E-filing court documents.
E-filing deeds.
Work closely with clients, beneficiaries and other advisors throughout the process.
Obtain all necessary information and documentation.
Organizing and indexing documents and asset information.
Calendar and handle follow-ups. Qualifications A minimum of 5 years of experience in a legal environment.
Ability to manage confidential information with discretion.
Strong interpersonal skills to build a rapport with team and clients.
Detail oriented, able to work independently, and possess excellent organizational and written/oral communication skills.
Must have the motivation and skill to juggle multiple priorities in a fast-paced environment.
Proven computer/technology skills. Microsoft Office Suite a must.
A four-year college degree and/or paralegal certificate required. 1408098_1745261484
