Paralegal - Fort Myers, United States - Glades INC

Glades INC

Verified Company

Fort Myers, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Glades Talent is working with a standout
Trust and Estates firm in
Fort Myers looking to bring aboard a talented
Paralegal.
Regular duties of the role include, but are not limited to, the following items:

Prepare pleadings to file with the court to initiate summary and formal probate proceedings
Efiling of documents with the court
Monitor and maintain the probate administration and trust administration electronic files in the office
Review the client's estate planning documents
Prepare documents relating to the initial trust administration meeting, including Acceptances of Trustees, Resignations/Declinations of Trustees, Notices to Beneficiaries, etc.
Prepare necessary memoranda and correspondence
Conference with attorneys, clients, beneficiaries and family members
Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
Gather information regarding the assets and debts of an estate and/or trust
Prepare accountings for both probate and trust administration
Prepare declaration of assets for trust administration
Locate beneficiaries of an estate or trust, if necessary
Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash
Gather information needed for preparation of tax returns required for an estate and trust administration and coordinate with CPA for the preparation of the tax returns
Prepare trust accountings using trust accounting software
Assist the fiduciary in asset transfer activities and retitling after appointment of the successor fiduciary
Use database software ClickUp to manage tasks and additional software to create documents and manage files
Draft correspondence to beneficiaries and fiduciaries