Paralegal - Trust & Estate

Trust & Estate Paralegal – Ultimate Staffing

Ultimate Staffing Services is actively seeking an experienced Trust & Estate Paralegal to join our team. This full‑time position offers a hybrid work schedule, allowing for a balance of in‑office and remote work. The ideal candidate will have over 5 years of paralegal experience in Probate and Trust Administration, with strong communication, organizational, and interpersonal skills.

$90,000 – $110,000 per year

The role involves managing probate and trust administration files from initial client contact through completion of the process, preparing asset information spreadsheets, estate tax returns (Form 706) and gift tax returns (Form 709), drafting status letters, e‑filing court documents and deeds, and coordinating with clients, beneficiaries, and other advisors.

• 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.

• A four‑year college degree or paralegal certificate is required.
• Experience in estate and wealth preservation planning is a plus, though not required.
• Preparation and familiarity with estate and gift tax returns is a MUST (706s & 709s).
• Experience working with high net worth families is preferred.
• Knowledge of Litify and Westlaw Firm Builder is a plus.

• 3–4 weeks of PTO.
• Full medical, dental, and vision healthcare coverage.
• Hybrid work schedule offering flexibility.

Entry level

Full‑time

Administrative, Legal, and Strategy/Planning

Location:

Fort Lauderdale, FL

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

For unincorporated Los Angeles County, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

If interested in this opportunity, please apply or reach out to Trevor Wilson.