Paralegal - 70K-90K - Probate and Trust Administration

Palm Beach Gardens, FL • North Palm Beach, FL • West Palm Beach, FL • Jupiter, FL • Boca Raton, FL

Full-time $70,000.00 - $90,000.00

Posted 04/25/2024

Title: Probate Paralegal
Location: Onsite in Palm Beach Gardens, FL
Salary: $70,000 - $90,000 Annual Base Salary (Depending on experience)

We are a small, reputable law firm in Palm Beach Gardens that has been around for over 20 years. We specialize in Wills and Trusts, Probate and Estate settlements, and Tax Planning. We are looking for an experienced Probate Paralegal to join our team in our Palm Beach Gardens office. The ideal candidate should have at least 3 years experience with being a Paralegal for the Probate and Trust Administration industry.

What makes our legal team special is we believe in family needs first. We are a family-owned business that values work/life balance for our employees. Some perks about us - we have no billable hour requirement or overtime work!

Candidates with completed questionnaires will be reviewed first.

Key Responsibilities

Assist attorneys in preparing and filing probate pleadings and documents
Manage and organize case files, including all court papers and related documentation
Conduct research on estate assets and liabilities, including real estate deeds and tax returns
Prepare and submit e-filing documents to the court
Assist in the administration of trusts and wills, ensuring compliance with legal requirements
Docket deadlines and manage calendars for probate-related tasks
Perform heavy dictation and transcription of legal documents
Collaborate with clients, beneficiaries, and financial institutions to gather necessary information and documentation
Prepare and file IRS forms related to estate tax returns
Maintain accurate records of all case activities and communications

Qualifications

Bachelor's degree or equivalent experience in paralegal studies
Minimum of 3 years of experience as a probate paralegal
Strong knowledge of probate law and procedures
Proficiency in e-filing systems and document management
Experience with HotDocs (Plus) or other legal software
Excellent written and verbal communication skills
Strong organizational skills and attention to detail
Ability to work independently and as part of a team
Familiarity with trust administration and estate planning

Benefits

100% Paid Medical Benefits
20 days PTO
401K with 4% match after 1 year employment

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Wendy Warner is recruiting for this position and the positions below.
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Job ID: WW2-1799384

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 04/25/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.