Probate, Trusts, And Estates Paralegal in Orlando, FL| LawFirmStaff

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Title : Probate, Trusts, And Estates Paralegal

Location : Florida - Orlando
Refer to Job # VKAU825989

This is the Atlanta outpost of an international firm. Although this firm is international, it still has a decidedly regional feel to it, and it international only to service certain valued clients. Life is reasonably good in the Atlanta office, where there are attorneys capable of handling every measure of legal problem faced by companies or corporations. Although the litigators are able to become more specialized, corporate associates have a general practice, which ocassional spreads them (and their expertise) a bit thin. Lagging behind in compensation, this firm is dedicated to associate life issues, and has, as a result, a good deal of devoted associates.
Probate, Trusts, and Estates Paralegal The candidate will be meeting with clients, trustees, and family members, and communicating with beneficiaries. Drafting correspondence and estate planning documents. Preparing deeds, asset spreadsheets, probate forms, and pleadings, etc. Marshaling, organizing, and analyzing asset information. Preparing valuation of assets. Preparing inventories, asset allocation agreements, asset transfer documents, etc, and Disseminating information from the bank, brokerage, and other financial statements. Desirable skills include prior probate, trusts, and estates. Should have experience in Florida as a paralegal or administrative assistant. Familiarity with the probate process and rules are required. Should have excellent math and computer skills, including at least an intermediate command of Excel. Should have proficiency with Florida courts e-filing. Familiarity with federal tax returns and gift tax returns is required. Should have strong communication and organization skills. Detail-oriented and self-motivated understand prioritization and client service, and multi-task in a busy practice.

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