Trust and Estate Paralegal

Saul Ewing LLP; Fort Lauderdale (FL); In loco; USD 95.000 - 115.000; Tempo pieno

Descrizione del lavoro

Saul Ewing LLP seeks a Paralegal – Trust & Estate to support attorneys in Florida probate, estate planning, and trust administration matters. You will draft documents, coordinate filings, and prepare accountings and tax returns under attorney supervision.

The role requires strong communication, attention to detail, and the ability to manage multiple matters. Occasional travel to other offices may be needed.

Competenze

• Excellent written and verbal communication
• Strong attention to detail and organization
• Self-motivation and ability to work under attorney supervision
• Proficiency with Microsoft Office suite
• Ability to manage multiple matters and meet deadlines
• Knowledge of estate planning documents and concepts

Mansioni

• Coordinate probate court filings and recordings per local rules
• Prepare probate administration documents for attorney review
• Coordinate post-death administration of trusts and non-probate assets
• Communicate with clients and advisors under attorney supervision
• Gather asset information and date-of-death values
• Prepare estate tax returns and supporting documentation
• Enter financial data and prepare accountings
• Coordinate account titling with clients’ advisors
• Calendar probate and court deadlines
• Draft estate planning documents and coordinate execution

Conoscenze

Communication skills

Attention to detail

Time management

MS Office proficiency

Prioritization

Estate planning knowledge

Formazione

High school diploma or GED

Bachelor’s degree or FRP (preferred)

Strumenti

OneSource Estate and Trust

Descrizione del lavoro

JOB TITLE: Paralegal – Trust and Estate

OFFICE LOCATION: Fort Lauderdale, West Palm Beach, Miami

DEPARTMENT: Transactional

REPORTS TO: Transactional Paralegal Manager

FLSA STATUS: Full-time, non-exempt

POSITION SUMMARY: The Trust & Estate Paralegal supports Attorneys across the Firm with Florida probate, estate planning, and trust and estate administration matters. Responsibilities include applying an understanding of applicable law and court procedures; drafting estate planning and administration documents; coordinating filings and document signings; gathering and organizing financial information; preparing accountings; and preparing gift, estate, and fiduciary income tax returns for attorney review. The Paralegal also communicates with clients and professional advisors regarding routine matters and coordinates related administrative tasks. All work is performed under the supervision of a licensed attorney.

ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES:

• Coordinate probate court filings and recordings, including applying an understanding of applicable local rules and probate court procedures.
• Prepare probate administration documents, including court petitions, proposed orders, deeds, and certifications, for attorney review.
• Coordinate post-death administration of trusts and non-probate assets.
• Communicate with clients and professional advisors regarding routine trust and estate administration matters under attorney supervision.
• Gather and organize asset information and date-of-death values.
• Prepare gift, estate, and fiduciary income tax returns and supporting documentation for attorney review.
• Compile and enter financial data, prepare trust and estate accountings, and coordinate filing following attorney review.
• Work with clients’ financial advisors to coordinate account titling as directed by the supervising attorney.
• Calendar and monitor probate and court filing deadlines.
• Draft estate planning documents for attorney review and coordinate the estate planning process through document execution.

KNOWLEDGE AND SKILLS REQUIRED:

• Excellent written and verbal communication skills.
• Strong attention to detail, organizational skills, and time management skills.
• Self-motivation, flexibility, and consistent follow-through.
• Proficiency in Microsoft Office.
• Ability to manage multiple matters, prioritize assignments, and meet deadlines with minimal day-to-day direction while working under attorney supervision.
• Knowledge of estate planning documents and concepts.

EDUCATION AND EXPERIENCE:

REQUIRED:

• At least five years of experience as a trust and estate paralegal, including Florida probate .
• High school diploma or GED.
• Familiarity with local probate court practices and professional service vendors.
• Experience preparing gift, estate, and fiduciary income tax returns for attorney review.

PREFERRED:

• Bachelor’s degree or Florida Registered Paralegal (FRP) designation certificate.
• Experience with OneSource Estate and Trust, GEMS, and CCH ProSystems.
• Knowledge of limited liability company (LLC) formation.
• Real estate experience related to estate planning and administration, including deed preparation.
• Experience supporting trust and estate litigation.

ADDITIONAL INFORMATION:

• Provide additional assistance and support as directed by the supervising attorney or Transactional Paralegal Manager.
• Maintain flexibility to work in the office two to three days per week, consistent with the assigned schedule.
• Occasional travel to the Firm’s other offices may be required.
• This job description is subject to change at any time.

SALARY: Hourly

COMPENSATION:
Compensation for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is $95,000 to $115,000 annually.