What are the responsibilities and job description for the Trust & Estates Paralegal position at CF Legal Recruiting and Staffing?
Probate Paralegal – Boca Raton
A top national law firm is seeking a Probate Paralegal for their Boca Raton office.
The Probate Paralegal plays a crucial role in supporting the Trust and Estates practice group and boosting attorney efficiency by managing information and aiding in the delivery of legal services, including client interactions.
This position demands a proactive attitude to ensure tasks are completed on time, exceptional organizational skills, keen attention to detail, and the ability to excel in a high-volume, fast-paced environment.
The Paralegal will be expected to track and record their own billable time.
Minimum of 3 years' experience in a law firm setting and probate experience required.
Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Provide legal support to attorneys.
- Handle Trust and Probate Administration.
- Prepare Probate Pleadings, along with other legal documents.
- Marshal inventory and distribution of assets.
- Knowledge of IRS Forms such as gift tax (709) and estate tax (706) returns
- Record documents and deeds with courts, E-Filing.
- Proofread all documents and correspondence for accuracy.
- Enter time and print reports as requested.
- Maintaining client’s files including preparing documents for signings.
- Communicate daily with clients in a professional manner.
- Maintain confidentiality of client information.
- Other duties as assigned.