Need Help? Call 800-503-1198.
enriching the individual
Legal Secretary - Float The candidate prepares draft correspondence and pleadings. Answers incoming telephone calls and determines what assistance is needed. Manages docket and cal....
Paralegal The candidate responsibilities will include: Obtain records; Review and summarize documents; Prepare written materials, including memos, correspondence, e-mail, reports, ....
Below is detailed information about the job you selected.
Location : Florida - Naples
Refer to Job # DVJY705967
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.
Email: email@example.com NO CALLS PLEASE
This particular job is currently not active. However, since our
clients regularly share with us similar and other job openings, we strongly recommend that
you submit your resume. We shall review your resume and get in touch with you as soon as a
suitable vacancy comes up to further discuss your interest in exploring the opportunity.
Assisting you is our highest priority.
Please be assured that none of your materials will be forwarded to any employer
without your consent. Of course, all inquiries are kept strictly confidential.