- Draft and edit legal documents, especially estate planning documents, for attorney review
- Answer trust funding questions from clients. Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds.
- Maintain financial records for the use of preparing tax returns and fiduciary accountings
- Distribute estate/decedent's assets by contacting banks, brokerage houses, and appraisers. Establish estate checking accounts.
- Classify clients' assets, coordinate the transfers of real property and non-qualified accounts into legal entities, and assist with the modification of designated beneficiaries for qualified accounts, life insurance, and annuities
- Speak directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines
- Heavily subsidized health insurance premiums
- Firm paid HSA contributions ranging from $600 and $1,200 annually
- Firm pays 100% of employee only premium for dental insurance and provides inexpensive options for dependents.
- Firm pays 100% of employee only premium for vision insurance and provides inexpensive options for dependents
- Tax advantaged account options like Flexible Spending Accounts and Dependent Care Accounts
- Life Insurance, paid by the Firm
- Long-Term Disability Insurance, paid by the Firm
- Employee Assistance Program (EAP)
- 11 paid holidays (in 2024)
- Generous PTO for full-time employees
- Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution after 1 year of service
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Trust & Estate Paralegal - Boca Raton, United States - Ascension Global Staffing & Executive Search
Description
Job Description
Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.Ascension Global Staffing & Executive Search is seeking a Trust & Estates Paralegal needed in our Boca Raton office to join our growing, well-established Trust and Estate practice group Our client is seeking candidates who are detail-oriented, work efficiently, and highly organized. Applicants should have a minimum of two to three years experience in a setting serving high-end clients.Your Trust & Estates Paralegal Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
We have great benefits, most of which are effective on your first day:
