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Trust and Estates Paralegal

Company:
Fawkes IDM
Location:
Boca Raton, FL
Posted:
May 21, 2025
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Description:

Job Description

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.

Requirements

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), HotDocs and Microsoft Word a plus.

Full-time

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