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Title : Trust & Estate Probate Paralegal

Location : Florida - Naples
Refer to Job # JODL705967

Seeking Trust & Estate Probate Paralegal with 5+ years experience in Florida probate/trust administration required. Professional presentation, written and verbal skills a must. The candidate must have the ability to: Prepare asset lists and analyzing bank and business records. Identifying title and character of assets. Identify trust and non-trust assets. Identify beneficiaries and related parties. Be familiar with the Florida Probate Code. Prepare probate pleadings from inception to conclusion including accountings. Assist in the drafting of estate planning and trust administration documents. Prepare documents associated with trust administration from inception to conclusion. Maintaining client files and preparing materials for client meetings. Meeting and communicating with clients, client advisors, and beneficiaries. Be detailed oriented. Prioritize deadlines. Experience with Federal Estate Tax Return preparation & Form 706, Quickbooks and FormBuilder is a plus.

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