Paralegal Private Wealth

Profile

Jones Foster is seeking an experienced Wills, Trusts and Estates Paralegal to join our growing Private Wealth department in the West Palm Beach office. This position 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.
Responsibilities include but are not limited to
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;
Required Skills/Abilities
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
Ability to perform tasks utilizing legal office software such as document management
Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs)
Strong background in the Florida Probate Code and Florida Trust Code
Proficiency with GEMS
Type 60 words per minute
Experience in Perfectlaw is a plus
Education and Experience
Bachelor’s Degree required
Paralegal Certification a plus
Minimum 5 years of experience in a legal environment or law firm
Jones Foster provides a team-oriented working environment with a competitive salary and excellent benefits. Submit resume and salary requirements in confidence to Tami Segal, Human Resources Manager at ****
EOE

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