Boca Raton, Miami, or West Palm Beach, FL, FL30+ days ago
Responsibilities: Identifying, gathering, and valuing assets; preparing various probate and accounting documents; Preparing accountings for both estates and trusts; Preparing death tax returns, including the federal estate tax return and state estate tax returns; Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts; Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources. The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration and fiduciary accounting in a manner that ensures that we successfully meet our objective of distinguishing ourselves through exceptional service.