Ultimate Staffing ยท 4 hours ago
Paralegal - Trust & Estate
Boca Raton, FL
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expUltimate Staffing Services is actively seeking an experienced Trust & Estate Paralegal to join their team. The ideal candidate will manage probate and trust administration files and prepare necessary tax returns while ensuring smooth administration for clients and beneficiaries.
EmploymentHuman ResourcesManufacturingStaffing Agency
Hiring Manager
Trevor Wilson
Responsibilities
Managing probate and trust administration files from initial client contact through completion of the process
Preparing Asset Information Spreadsheets and all required documentation for client meetings
Preparing Estate Tax Returns (Form 706) as well as Gift Tax Returns (Form 709)
Drafting status letters to clients and beneficiaries
E-filing court documents and deeds efficiently
Working closely with clients, beneficiaries, and other advisors throughout the process
Obtaining all necessary information and documentation to ensure smooth administration
Organizing and indexing documents and asset information systematically
Managing calendars and handling follow-ups effectively
Assisting in estate and wealth preservation planning as needed
Qualification
Required
A four-year college degree or paralegal certificate is required
Over 5 years of paralegal experience in Probate and Trust Administration
Preparation and familiarity with estate and gift tax returns is a MUST (706s & 709s)
Preferred
Experience in estate and wealth preservation planning is a plus, though not required
Experience working with high net worth families is preferred
Knowledge of Litify and Westlaw Firm Builder is a plus
Benefits
3-4 weeks of PTO.
Full medical, dental, and vision healthcare coverage.
Hybrid work schedule offering flexibility.
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
Company data provided by crunchbase