Need Help? Call 800-503-1198.
enriching the individual
Below is detailed information about the job you selected.
Location : Florida - Tampa
Refer to Job # ARZD861218
Probate/Estate Planning Paralegal The candidate will review and respond to initial correspondence from clients and attorneys with information regarding the scope of work, fees, and expenses related to estate administration. Will review and analyze estate documents including, wills, deeds, death certificates, trust agreements, affidavits, and estate tax returns. Assist with the coordination and identification of personal and real property estate assets, heirs, and devisees. Assist in the search of documentation or coordination of appraisals to determine the date of death valuations of estate assets and real property. Prepare petitions, documents, and correspondence required to open ancillary administrations and in-state administrations, obtain the appointment of personal representative(s), and follow through to the closing of the estate by Probate Court and Taxing Authorities. Prepare correspondence and applicable documents, including court documents, to beneficiaries to report on the status of administration. Prepare property transfer documents, including deeds, deeds of distribution, and attorney affidavits for filing with the Register of Deeds. A review date of death valuations and preparation and coordination of Non-Resident Tax Notices to probate Judge, estate tax returns, and related correspondence to Taxing Authorities. Prepare requests for disbursement of expenses related to estate administration. Reconcile monthly estate valuations. Coordinate appointments, assemble and distribute documents to clients, and log and store documents.
The candidate should have a Bachelor's degree, paralegal certification or degree, and/or an equivalent combination of education and experience. Must have 2 years of probate/estate planning experience. Knowledge of the legal processes, principles, and practices required in probating estate assets and the responsibilities of personal representatives with regard to estate tax procedures for decedents required. Must be highly organized, detail-orientated, and proactive, with a desire to take ownership as a contributing member of the team. Strong communication, drafting, and writing skills are needed. Proficiency with Microsoft Word and Outlook is required.
Email: firstname.lastname@example.org 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.