Paralegal - Trust & Estate

Ultimate Staffing; Boca Raton (FL); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

3–4 weeks of PTO

Full medical, dental, and vision coverage

Hybrid work schedule offering flexibility

Job summary

A staffing agency is seeking an experienced Trust & Estate Paralegal for a full-time position with a hybrid work schedule in Boca Raton, Florida. The candidate should have over 5 years of experience in Probate and Trust Administration and demonstrate strong communication, organizational, and interpersonal skills. Responsibilities include managing files, preparing estate tax returns, drafting letters, and collaborating with clients and advisors to ensure effective administration. Competitive benefits include extensive PTO and full healthcare coverage.

Qualifications

• Minimum 5 years of paralegal experience in Probate and Trust Administration.
• Preparation and familiarity with estate and gift tax returns (706s & 709s) is a must.
• Experience working with high net worth families is preferred.

Responsibilities

• Manage probate and trust administration files from initial client contact through completion.
• Prepare Asset Information Spreadsheets and all required documentation for client meetings.
• Prepare Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709).
• Draft status letters to clients and beneficiaries.
• E-file court documents and deeds efficiently.
• Work closely with clients, beneficiaries, and other advisors throughout the process.
• Obtain all necessary information and documentation to ensure smooth administration.
• Organize and index documents and asset information systematically.
• Manage calendars and handle follow-ups effectively.
• Assist in estate and wealth preservation planning as needed.

Skills

Communication skills

Organizational skills

Interpersonal skills

Education

Four-year college degree or paralegal certificate

Tools

Litify

Westlaw Firm Builder

Job description

Trust & Estate Paralegal – Ultimate Staffing

Ultimate Staffing Services is actively seeking an experienced Trust & Estate Paralegal to join our team. This full‑time position offers a hybrid work schedule, allowing for a balance of in‑office and remote work. The ideal candidate will have over 5 years of paralegal experience in Probate and Trust Administration, with strong communication, organizational, and interpersonal skills.

Base Pay Range

$90,000 – $110,000 per year

Position Overview

The role involves managing probate and trust administration files from initial client contact through completion of the process, preparing asset information spreadsheets, estate tax returns (Form 706) and gift tax returns (Form 709), drafting status letters, e‑filing court documents and deeds, and coordinating with clients, beneficiaries, and other advisors.

Responsibilities

• Managing probate and trust administration files from initial client contact through completion of the process.
• Preparing Asset Information Spreadsheets and all required documentation for client meetings.
• Preparing Estate Tax Returns (Form 706) as well as Gift Tax Returns (Form 709).
• Drafting status letters to clients and beneficiaries.
• E‑filing court documents and deeds efficiently.
• Working closely with clients, beneficiaries, and other advisors throughout the process.
• Obtaining all necessary information and documentation to ensure smooth administration.
• Organizing and indexing documents and asset information systematically.
• Managing calendars and handling follow‑ups effectively.
• Assisting in estate and wealth preservation planning as needed.

Qualifications

• A four‑year college degree or paralegal certificate is required.
• Experience in estate and wealth preservation planning is a plus, though not required.
• Preparation and familiarity with estate and gift tax returns is a MUST (706s & 709s).
• Experience working with high net worth families is preferred.
• Knowledge of Litify and Westlaw Firm Builder is a plus.

Benefits

• 3–4 weeks of PTO.
• Full medical, dental, and vision healthcare coverage.
• Hybrid work schedule offering flexibility.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Administrative, Legal, and Strategy/Planning

Location: Fort Lauderdale, FL

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles County, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

How to Apply

If interested in this opportunity, please apply or reach out to Trevor Wilson.