Trusts & Estates Paralegal — Remote (2 days/wk)

Legal Search Solutions, Inc.; West Palm Beach (FL); Hybride; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

2 days remote

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Attention to detail

Written communication

Organizational skills

Analytical skills

Interpersonal skills

Prioritization

Formation

Undergraduate degree and paralegal certification (or equivalent)

Outils

Microsoft Office

PDF software

Document management software

FastTax

ProSystems

Description du poste

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.