Trust & Estates Paralegal

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Trust & Estates Paralegal

Boca Raton, Florida

|

Direct (Permanent) Full Time

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NA

Boca Raton, Florida

Direct (Permanent) Full Time

NA

March 27, 2024

|

Job ID: 1288372_1711500858

March 27, 2024

Job ID: 1288372_1711500858

Job Summary

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National Law Firm seeks a Trust & Estates Paralegal for their Boca Raton office! Firm is seeking candidates who are detail-oriented, work efficiently, and highly organized. Applicants should have a minimum of three years' experience in a law firm setting serving high end clients.

Responsibiities include but not limited to:

  • Draft and edit legal documents, including probate and 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
1288372_1711500858

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™