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Location : Florida - West Palm Beach
Refer to Job # ZAMY822946
Paralegal - Private Wealth The candidate will focus on the administration of trusts and estates, assist attorneys in various types of legal matters and provide assistance in preparing probate pleadings and related legal documents. Will prepare documents for attorney review, including Florida probate pleadings and other documents for sophisticated trust and estate administration matters. Prepare initial drafts of trust and estate-related tax returns, including Forms 706 and 709. Prepare trust and estate accountings and administer guardianships. Gather, organize, summarize and index documents from various sources. Attend and participate in client meetings and document executions. Complete special projects and additional duties as assigned. Must have excellent verbal, written, and communication skills. Must be highly organized and detail-oriented. Understanding of legal language and principles, research methods, court pleadings and processes needed. Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs) is needed. Must have a strong background in the Florida Probate Code and Florida Trust Code. Proficiency with GEMS is needed. Must type 60 words per minute. Experience in Perfectlaw is a plus. Bachelor's Degree required. Paralegal Certification is a plus. Must have 5+ years of experience in a legal environment or law firm.
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