What is the salary for this Trust and Estates Paralegal role?

Salary information is not publicly listed for this position. Apply directly to discuss compensation with Fawkes IDM.

Where is this Trust and Estates Paralegal position located?

This is an on-site position at Fawkes IDM located in Boca Raton, Florida, United States, North America.

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Fawkes IDM is actively hiring for Legal roles. Visit the company page to see all open positions and learn more about working at Fawkes IDM.

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Trust and Estates Paralegal

Fawkes IDM Boca Raton, Florida, United States 17 days ago

legal

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
Extensive communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.

Requirements

5+ years of experience in a similar type role.
College degree and/or paralegal certificate required.
Superior communication and mathematical skills are a must.
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.