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Riviera Beach

    Legal Assistant - Riviera Beach, FL, United States - Jobot

    Jobot
    Jobot Riviera Beach, FL, United States

    2 weeks ago

    Jobot background
    Description
    401k + Generous PTO + Health Insurance
    This Jobot Job is hosted by: We are a reputable tax and estate planning firm.
    Work/Life Balance with no weekends or late nights
    We are seeking an Estate Planning Paralegal (or Legal Assistant) with estate planning experience.

    Assist in the preparation and management of estate plans, including drafting wills, trusts, powers of attorney, and health care directives.

    Research and analyze complex estate planning and tax issues.
    Collaborate with attorneys to develop effective estate planning strategies for clients.
    Review and interpret wills, trusts, and other estate planning documents.
    Facilitate the transfer of assets into trusts and estates.
    Coordinate with financial advisors, accountants, and other professionals to ensure all aspects of the estate plan are properly implemented.
    Manage all aspects of trust administration, including asset distributions, tax filings, and accountings.
    Maintain client files and ensure all documents are properly organized and up-to-date.
    Stay current on changes in estate planning and probate law and inform attorneys and clients of relevant updates.
    Bachelor's degree or equivalent is desired
    Minimum of 3 years of experience as a paralegal or legal assistant with estate planning experience
    Proficiency in document preparation and management.
    Knowledge of estate planning, wills, and trusts.
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