Probate and Trust Administration Paralegal in Fort Myers, FL| LawFirmStaff

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Title : Probate and Trust Administration Paralegal

Location : Florida - Fort Myers
Refer to Job # ILVP854126


Probate and Trust Administration Paralegal The candidate will prepare pleadings to file with the court to initiate summary and formal probate proceedings. E-file of documents with the court. Monitor and maintain the probate administration and trust administration electronic files in the office. Review the client's estate planning documents. Prepare documents relating to the initial trust administration meeting, including Acceptances of Trustees, Resignations/Declinations of Trustees, Notices to Beneficiaries, etc.. Prepare necessary memoranda and correspondence. Conference with attorneys, clients, beneficiaries and family members. Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust. Gather information regarding the assets and debts of an estate and/or trust. Prepare accountings for both probate and trust administration. Prepare declaration of assets for trust administration. Locate beneficiaries of an estate or trust, if necessary Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash. Gather information needed for preparation of tax returns required for an estate and trust administration and coordinate with CPA for the preparation of the tax returns. Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash. Assist the fiduciary in asset transfer activities and retitling after appointment of the successor fiduciary. Use database software ClickUp to manage tasks and additional software to create documents and manage files. Associate's degree is required. Should have 3+ years of experience as a FLORIDA probate/trusts administration paralegal or Legal Assistant.
 
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