We are seeking a highly motivated and experienced Estate and Probate Paralegal to join our clients busy law firm in Boca Raton, FL. The ideal candidate will have a strong background in estate planning, probate, and trust administration. As a key member of our team, you will provide essential support to our attorneys, assisting with all aspects of estate and probate matters.
Responsibilities:
- Drafting and preparing probate petitions, inventories, and other legal documents
- Assisting with the administration of estates and trusts
- Filing legal documents with the court and maintaining case files
- Communicating with clients, beneficiaries, and financial institutions
- Handling preparation of court pleadings and filings related to guardianship and probate cases
- Preparing federal estate tax returns (Form 706) and state inheritance tax returns, as needed
- Organizing and maintaining probate calendars and deadlines
- Assisting attorneys with case strategy and managing timelines for probate cases
- Managing trust and estate distributions
Qualifications:
- Paralegal certificate from an accredited program (preferred)
- 3+ years of experience working in estate planning, probate, and trust administration
- Strong knowledge of Florida probate and estate laws
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and legal software programs
- Ability to handle confidential and sensitive information with discretion
Benefits:
- Health insurance
- 401(k) retirement plan
- Paid time off
- Competitive salary based on experience
If interested in this paralegal position in Boca Raton, FL, please apply today!