Paralegal

Legal Search Solutions, Inc.; West Palm Beach (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

2 days remote

Job summary

Legal Search Solutions, Inc. in West Palm Beach seeks a Paralegal with trusts and estates experience to support a prestigious law firm.

You will work with attorneys and staff to handle asset valuation, probate accounting, and document preparation in a confidential, client-focused environment. The role requires a 4+ year track record in trusts and estates, proficiency with MS Office and tax/accounting software, and strong organizational and communication skills.

Qualifications

• 4+ years of trusts and estates legal administrative experience.
• Experience handling a wide range of administrative tasks.
• Ability to manage conflicting priorities and work independently with minimal supervision.
• Demonstrate professionalism, confidentiality, discretion, and decorum.
• Must possess the ability to learn and use advanced software applications.

Responsibilities

• Identify, gather, and value assets; prepare probate and accounting documents.
• Prepare accountings for estates and trusts.
• Prepare death tax returns, including federal and state estate tax returns.
• Review and interpret wills and trust agreements with attorneys to fund trusts.
• Use reference materials and perform basic legal research.

Skills

Attention to detail

Written communication

Organizational skills

Analytical skills

Interpersonal skills

Prioritization

Education

Undergraduate degree and paralegal certification (or equivalent)

Tools

Microsoft Office

PDF software

Document management software

FastTax

ProSystems

Job description

PARALEGAL WITH TRUST & ESTATES EXPERIENCE

Overview

The WPB Office of a prestigious firm is looking to hire an experienced paralegal with trusts and estates experience. This is an opportunity to join a top law firm and work closely with a collegial group of attorneys and staff. The firm represents high net worth individuals and requires knowledge and experience in trusts and estates

A successful legal assistant will perform administrative and client-specific work to support the Firm's objective of distinguishing itself through exceptional service.

Responsibilities:

• Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
• Preparing accountings for both estates and trusts;
• Preparing death tax returns, including the federal estate tax return and state estate tax returns;
• Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
• Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:

• Undergraduate degree and paralegal certification (or equivalent)
• Familiarity with procedures of courts and regulatory agencies
• Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
• Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)
• Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
• Good understanding of basic business relationships and client confidentiality principles

Qualifications/Requirements:

4+ years of Trusts and Estates legal administrative experience.

Experience handling a wide range of administrative tasks.

Ability to effectively manage conflicting priorities.

Excellent verbal, written, organizational, analytical, and interpersonal skills.

Ability to produce accurate draft documents from a variety of sources.

Experience with court and regulatory agency procedures for Florida courts.

Ability to work independently with minimal supervision while contributing to a team.

Demonstrate a high degree of professionalism, confidentiality, discretion, and decorum.

Must possess the ability to learn and use advanced software applications.

*2 days remote allowed