What are the responsibilities and job description for the Probate Paralegal - NAPLES, FL position at Cummings & Lockwood LLC?
The Cummings & Lockwood LLC Probate Fiduciary Accountant responsibilities are not limited to the following and may be expanded through delegation by an Attorney or the Office Administrator.
Responsibilities
- Prepare pleadings initiating an estate or guardianship court proceeding
- Monitor and maintain files for estate administration, trust administration and guardianship
- Review estate planning, will and trust documents
- Prepare trust administration documents (i.e., acceptances of trustees, resignations and declinations of trustees, etc.)
- Prepare trust and estate accounting
- Draft memorandums and correspondences
- Manage communication amongst attorneys, clients, beneficiaries and family members
- Monitor trust and estate accounts, including payment of monthly expenses of an trust or estate
- Research asset and debt information for trusts and estates
- Prepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of assets to beneficiaries
- Assemble necessary documents for a trust and estate administration tax return (i.e., estate tax, income tax and gift tax returns; collaborate on preparation of the tax return
- Estate and guardianship legal research pertaining to issues
- Locate beneficiaries of trust or estate, when necessary
Qualifications
- High school diploma or GED required
- Degree in business administration preferred
- Three (3) years of Paralegal experience
- Probate, trust administration matters and estate settlement experience
- Proficiency in Microsoft Office, Excel and Outlook
- Exceptional organization skills and attention to details
- Excellent communication skills, both verbal and written
- Able to prioritize, multitask effectively and manage time effectively
- Team collaborator
Compensation
- $60,000.00 - $80,000.00 - Dependent upon experience
- Competitive benefits package
- The Probate Fiduciary Accountant is an exempt role and not eligible for overtime
- Paid Time Off (PTO) of twenty-five (25) the first year and thirty (30) days there after
- Thirty-seven and a half (37½) hour work week
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Probate Paralegal: 3 years (Preferred)
Work Location: In person
Salary : $60,000 - $80,000