Trust & Estate Paralegal - Boca Raton - Robert Half

    Robert Half
    Robert Half Boca Raton

    1 day ago

    $52,000 - $98,000 (USD) per year *
    Description

    Robert Half Legal is partnering with an AmLaw 100 law firm in Boca Raton to hire a Probate & Trust Paralegal (Hybrid). This role supports a sophisticated group handling complex probate and trust administrations for high-net-worth families, including taxable estates, estate and gift tax matters, and guardianship proceedings. Hybrid schedule (3 days in-office, 2 remote), 1,500 billables, competitive base salary plus annual bonus.

    To be considered for an interview, please make sure your application is full in line with the job specs as found below.

    Responsibilities


    • Manage probate and trust administrations from inception through completion


    • Prepare asset information spreadsheets and all required administration documents


    • Draft status correspondence to clients and beneficiaries


    • E-file court documents and deeds


    • Communicate directly with clients, beneficiaries, and outside advisors


    • Track deadlines, maintain calendars, and handle follow-ups


    • Assist with estate and gift tax return preparation

    Qualifications


    • 5+ years of Probate and Trust Administration experience


    • Ability to independently manage administrations from beginning to end


    • xhmxlyz Experience with high-net-worth families and taxable estates preferred


    • Estate and gift tax return preparation experience strongly preferred


    • Experience with Litify and Westlaw Firm Builder a plus


    • Ability to meet a 1,500 annual billable requirement


    • Strong organizational and communication skills

    Apply in confidence to .

    * This salary range is an estimation made by beBee
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