Trust And Estates Paralegal in Tallahassee, FL| LawFirmStaff

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Title : Trust And Estates Paralegal

Location : Florida - Tallahassee
Refer to Job # XAKK818606

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.
Trust and Estates Paralegal The candidate will be working directly with attorneys on a variety of tasks, including: meeting with clients, trustees, and family members, and communicating with beneficiaries; drafting correspondence and estate planning documents; preparing deeds, asset spreadsheets, probate pleadings, etc.; marshalling, organizing, and analyzing asset information; preparing valuation of assets; preparing inventories, asset allocation agreements, asset transfer documents, etc.; and disseminating information from bank, brokerage, and other financial statements. Should be proficient with Florida Courts E-Filing, as well as with MS Word, Excel, and Office. Knowledge base includes familiarity with all the following: probate process and rules, use of probate forms, etc.; federal estate tax returns and gift tax returns; local court rules and procedures; and Wealth Transfer Planning Software. Should have 2 years (preferably 3-5 years) trust & estate paralegal experience, along with a bachelor's degree and a paralegal certificate.
 
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