Trust & Estate Administration Paralegal

Transition Global; Boca Raton (FL); On-site; USD 55,000 - 65,000; Full time

Job summary

Transition Global in Boca Raton, FL is seeking a Trust & Estate Administration Paralegal to support all phases of estate and trust administration for a well-established mid-sized law firm.

The ideal candidate has 5 years of trust and estate administration experience, familiarity with estate tax software (ONESOURCE/Fast Tax) a plus, and a college degree or paralegal certificate. You will coordinate with clients and professionals and manage asset distributions and fiduciary accountings.

Qualifications

• 5 years of trust and estate administration experience.
• Familiarity with estate tax software (ONESOURCE/Fast Tax) a plus.
• College degree and/or paralegal certificate.

Responsibilities

• Handle all phases of estate and trust administration, including federal estate tax returns and fiduciary accountings.
• Coordinate with clients, financial planners, and accountants
• Manage distribution of estate assets and trust funding

Skills

Estate & Trust administration

Education

College degree or paralegal certificate

Tools

ONESOURCE/Fast Tax

Job description

Our client, a well-established mid-sized law firm, is looking for a Trust & Estate Administration Paralegal for its Boca Raton office.

The Role

• Handle all phases of estate and trust administration, including federal estate tax returns and fiduciary accountings
• Coordinate with clients, financial planners, and accountants
• Manage distribution of estate assets and trust funding

What You’ll Need

• 5 years of trust and estate administration experience
• Familiarity with estate tax software (ONESOURCE/Fast Tax) a plus
• College degree and/or paralegal certificate