Adams & Martin Group ยท 16 hours ago
Paralegal - Probate & Trusts
Boca Raton, FL
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $100K/yr
5+ years expAdams & Martin Group is partnering with a law firm in Boca Raton to find an experienced Probate and Trust Paralegal for their Private Client Services group. The role involves managing probate and trust administration files, preparing documentation, and working closely with clients and beneficiaries throughout the process.
ConsultingInformation TechnologyLegalStaffing Agency
Hiring Manager
Alex Beller
Responsibilities
Manage probate and trust administration files from initial client contact through completion of the process
Prepare Asset Information Spreadsheets and all required probate and trust administration documentation for client meetings
Compose status letters to clients and beneficiaries and e-file court documents and deeds
Work closely with clients, beneficiaries, and other advisors throughout the process, obtaining all necessary information and documentation
Organize and index documents and asset information, ensuring everything is meticulously cataloged
Calendar and handle follow-ups, ensuring all tasks are completed in a timely manner
Qualification
Required
Minimum of 5 years of paralegal experience in Probate and Trust Administration
Strong communication skills
Strong organizational skills
Strong interpersonal skills
Ability to manage confidential information with discretion
Experience in Estate and Wealth Preservation Planning
A four-year college degree, paralegal certificate, or a minimum of 5 years of experience required
Strong ability to prioritize and balance a variety of tasks efficiently
Preferred
Experience with estate and gift tax returns and working with high-net-worth families
Knowledge in Litify and Westlaw Firm Builder
Company
Adams & Martin Group
Adams & Martin Group is a staffing and recruiting company that provides legal staffing solutions.
51-200 employees
Funding
Current Stage
Growth StageRecent News
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