Probate and Administration Paralegal
Firm Overview :
Welcome to Rader & Coleman, PL, where we take pride in delivering top-notch estate planning and administration services to high-net-worth clients in Florida, in particular in Palm Beach and Broward counties.
Our reach extends both nationally and internationally, providing premier legal advocacy to safeguard our clients' legacies.
Join us in crafting uniquely tailored estate plans, navigating sophisticated probate and trust administration, and contributing to business succession and charitable planning.
We are a small firm dedicated to providing high quality services to our clients.
The Career Opportunity :
We are excited to invite a compassionate and organized professional to join our team as a full-time or part-time Probate and Trust Administration Paralegal.
If you are someone with outstanding interpersonal and organizational skills, and a passion for making a difference, we want to hear from you.
Embrace the opportunity to thrive in a vibrant and team-oriented environment with some opportunity to work a hybrid schedule.
Responsibilities :
- Attend and engage in client meetings
- Prepare initial drafts of engagement letters, probate pleadings, and correspondence to clients, beneficiaries, and financial institutions.
- Collaborate with supervising attorney on Probate pleadings and compliance with court’s checklists
- E-file pleadings with the probate court
- Analyze financial documents and summarize in excel spreadsheets
- Prepare inventory of assets
- Prepare drafts of trust disclosure documents
- Prepare checklists for all administrations with all deadlines including tax filings
- Calendar all important dates
- Interface with clients, financial advisors, and accountants
- Input data, organize exhibits and prepare initial drafts of federal estate tax returns
Requirements :
- Have 5+ years of probate and trust administration experience with a law firm
- Bachelor’s degree (preferred) or paralegal certificate
- Demonstrate high proficiency in Microsoft Office ( Word, and Excel), Adobe Acrobat and Google Calendar, and Google Drive.
- Bloomberg BNA 706 preparer and Westlaw Form Builder for Florida Probates, (experience preferred, but will train)
- Display strong organizational skills
Compensation : Enjoy competitive compensation based on your experience and skill sets.
Application Submission : Make your application stand out by including a cover letter with references and your salary requirements with your resume.
Benefits* :
- Bonus potential
- 401(k) plan and % match
- Profit Sharing potential
- Paid time off
- Paid holidays
- Free Parking
- Immerse yourself in a collegial and friendly work environment
- Note : Waiting period may apply
If this amazing opportunity resonates with you, we want to hear why and discuss things further. We look forward to connecting with candidates who align with our values and vision.
Applications are only accepted through this website. No agencies please.
Job Type : Full-time
Ability to Relocate : Boca Raton, FL 33431 : Relocate before starting work (Required)
Work Location : In person
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Responsible for 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 accoun...