What are the responsibilities and job description for the Trust and Estate Administration Paralegal position at StaffingForce?
Job Description
Job Description
Prestigious domestic law firm seeks a Trust and Estate Administration Paralegal to join its expanding Florida group.
Candidate will have the following : 5 years of experience handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) ; Experience within a law firm setting (experience will be current or very recent).
Academic credentials : College degree and / or paralegal certificate, will also consider a JD / paralegal candidate ; Strong research, verbal & written communication skills required ; Keen knowledge of estate tax software (ONESOURCE / Fast Tax), HotDocs and Microsoft.
Responsibilities include, but are not limited to :
Preparing federal and state estate tax returns and fiduciary accountings.
Communicating with clients, financial planners, accountants, trustees and family members.
Distributing estate assets, trust funding and deed work.
Preparing asset spreadsheets and probate pleadings.
Transferring assets to beneficiaries and filing all paperwork necessary to receive benefits.
Performing other job related duties as assigned and assist attorneys when needed.
Company Description
Founded by veterans of the staffing industry, StaffingForce is a recognized leader in the staffing industry, serving customers ranging from the Fortune 500 to medium-sized businesses and entrepreneurial start-ups.
Company Description
Founded by veterans of the staffing industry, StaffingForce is a recognized leader in the staffing industry, serving customers ranging from the Fortune 500 to medium-sized businesses and entrepreneurial start-ups.
