Trust & Estates Paralegal

LHH is seeking an experienced Trusts & Estates Paralegal to join our clients dynamic team in Boca Raton, FL . The ideal candidate will have an extensive background in trusts and estates law, including experience with Form 706 (U.S. Estate Tax Return) preparation and filing.

 

 

Key Responsibilities:

• Draft and prepare estate planning documents, including wills, trusts, and powers of attorney.

• Assist with the preparation, filing, and review of Form 706 and other estate tax documents.

• Manage probate filings and related documentation, including petitions, inventories, and accountings.

• Provide support for trust administration, including asset transfers, accountings, and distributions.

• Maintain client files, ensure compliance with applicable laws, and monitor deadlines for critical filings.

• Communicate with clients, beneficiaries, and court personnel as needed.

• Assist with research and preparation for court hearings and depositions.

Qualifications:

• Minimum of 3-5 years of experience as a Trusts & Estates Paralegal.

• Proven experience with Form 706 and estate tax filings.

• Strong understanding of probate and trust administration procedures.

• Familiarity with state and federal tax laws relating to estates and trusts.

• Excellent communication and organizational skills.

• Detail-oriented with the ability to handle multiple priorities.

• Ability to manage an meet deadlines.

• A Paralegal Certificate or a Bachelor’s degree in a related field is preferred.

• Proficiency in MS Office and legal case management software.

What We Offer:

• Competitive benefits package.

• Opportunities for career growth and professional development.

• A collaborative and supportive team environment.

 

If you are interested in this outstanding opportunity in Boca Raton, please submit your resume. We look forward to hearing from you!

Pay Details: $90,000.00 to $110,000.00 per year

Search managed by: Tyler Bracken

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance