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Estates & Trusts Paralegal

Tampa, FL | Full Time
Expired

Job Description

Overview

Foley & Lardner LLP is a top-tier law firm with an excellent opportunity available for an experienced Paralegal in our Estates & Trusts Practice Group.  This person will provide assistance to attorneys and clients in estate planning, estate and trust administration.

Responsibilities

  • Draft documents for estate planning, probate and estate administration
  • Research tax issues and prepare gift and estate tax returns
  • Maintain beneficiary information
  • Administer trusts and non-liquid trust assets
  • Maintain frequent client contact for administration matters

Qualifications

  • Bachelor's degree (equivalent work experience will be considered in lieu of Bachelor's degree)
  • Minimum of three (3) years of estate and trust administration experience 
  • Must have strong Excel knowledge and proficiency with estate and tax software
  • Knowledge of beneficiary information, scheduling distributions, processing gifts and receipt of new trust assets is a plus
  • Demonstrated ability to work independently and in a team setting to meet required deadlines with minimum supervision

Company Overview

  • Website foley.com
  • Headquarters MILWAUKEE, WI
  • Size 7,500 - 15,000
  • Founded 1842
  • Type
  • CEO JAY ROTHMAN
  • Revenue $200M - $500M
  • Industry Business Services
  • About foley & lardner llp