Trust and Estates Paralegal
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-12
Listing for:
Fawkes IDM
Full Time
position Listed on 2026-01-12
Job specializations:
-
Law/Legal
Job Description & How to Apply Below
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.
- 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), Hot Docs and Microsoft Word a plus.
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