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C
Confidential
Legal Assistant/Paralegal-Estate Planning
Entry-Level JobVerifiedNo experience needed
Career Insights for Real Estate Agent
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Based on Florida data
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What they do
A Real Estate Agent works with clients to help them buy, sell or rent property. Works with and represents either a buyer or a seller in real estate transactions, and specializes in residential, commercial or other types of property. Offers clients up to date knowledge of local communities, real estate markets and prices. May be licensed to operate a real estate business.
$87,046 / year median in Florida
+11% projected growth
Job Description
Overview We are seeking a dynamic and detail-oriented Legal Assistant/Paralegal specializing in Estate Planning to join our dedicated legal team. This role offers an exciting opportunity to support estate and trust administration, assist with complex legal research, and manage a variety of legal documents with precision. The ideal candidate will thrive in a fast-paced environment, demonstrate exceptional organizational skills, and possess a passion for delivering high-quality legal support.
Important:
To Apply Include a cover letter and resume. Following these instructions is part of our evaluation process and only qualified candidates who comply will be considered. No phone calls, please. Duties- Manage estate administration process from beginning to end for multiple estates
- Prepare probate and administration documents for formal and informal proceedings
- Collect, analyze and organize decedent's financial records, including tax returns, trust agreements, gift tax returns and financial statements
- Value decedent's assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate
- Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor's deeds
- Consider post-mortem estate planning and prepare disclaimer documents
- Prepare U.S. and non-resident estate tax and inheritance tax return;
- Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts
- Compile materials required in connection with an audit of estate and/or inheritance tax returns
- Prepare and file Accountings and related settlement documents
- Assist attorneys, as needed, in connection with drafting of wills, trusts and other estate planning documents.