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Boca Raton

    Trust and Estates Paralegal - Boca Raton, United States - Fawkes IDM

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    Description

    Job Description

    Job Description

    A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

    Responsibilities:

    • handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
    • Extensive communication with clients, financial planners and accountants
    • Preparation of federal and state estate tax returns and fiduciary accountings
    • Distribution of estate assets and trust funding, etc.

    Requirements

    • 5+ years of experience in a similar type role.
    • College degree and/or paralegal certificate required.
    • Superior communication and mathematical skills are a must.
    • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.


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