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Title : Paralegal-probate & Trust Administration

Location : Florida - Boca Raton
Refer to Job # DVYS812200

Paralegal-Probate & Trust Administration The candidate's duties include: Management of probate and trust administration files from initial client contact through completion of the process; Preparation of Asset Information Spreadsheets; Prepare all required probate and trust administration documentation for client meetings; Status letters to clients and beneficiaries; E-filing court documents; E-filing deeds; Work closely with clients, beneficiaries and other advisors throughout the process; Obtain all necessary information and documentation; Finalize and send documents to client for execution; Organizing and indexing documents and asset information; Calendar and handle follow-ups. 3 years paralegal experience in Probate and Trust Administration required. Self?starter who can manage multiple projects and possesses excellent written and verbal communication skills. Proficiency in Microsoft Word is a must. Experience with Time Matters and Excel is preferred.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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