Probate and Administration Paralegal
📋 Role Overview & Responsibilities
Firm Overview: Welcome to Rader & Coleman, PL, where we take pride in delivering top-notch estate planning and administration services to high-net-worth clients in Florida, in particular in Palm Beach and Broward counties. Our reach extends both nationally and internationally, providing premier legal advocacy to safeguard our clients' legacies. Join us in crafting uniquely tailored estate plans, navigating sophisticated probate and trust administration, and contributing to business succession and charitable planning. We are a small firm dedicated to providing high quality services to our clients.
The Career Opportunity: We are excited to invite a compassionate and organized professional to join our team as a full-time or part-time Probate and Trust Administration Paralegal. If you are someone with outstanding interpersonal and organizational skills, and a passion for making a difference, we want to hear from you. Embrace the opportunity to thrive in a vibrant and team-oriented environment with some opportunity to work a hybrid schedule.
Responsibilities:Attend and engage in client meetingsPrepare initial drafts of engagement letters, probate pleadings, and correspondence to clients, beneficiaries, and financial institutions.Collaborate with supervising attorney on Probate pleadings and compliance with court’s checklistsE-file pleadings with the probate courtAnalyze financial documents and summarize in excel spreadsheetsPrepare inventory of assetsPrepare drafts of trust disclosure documentsPrepare checklists for all administrations with all deadlines including tax filingsCalendar all important datesInterface with clients, financial advisors, and accountantsInput data, organize exhibits and prepare initial drafts of federal estate tax returns
Requirements:Have 5+ years of probate and trust administration experience with a law firmBachelor’s degree (preferred) or paralegal certificateDemonstrate high proficiency in Microsoft Office ( Word, and Excel), Adobe Acrobat and Google Calendar, and Google Drive.Bloomberg BNA 706 preparer and Westlaw Form Builder for Florida Probates, (experience preferred, but will train)Display strong organizational skills
Compensation: Enjoy competitive compensation based on your experience and skill sets.
Application Submission: Make your application stand out by including a cover letter with references and your salary requirements with your resume.
Benefits*:Bonus potential401(k) plan and % matchProfit Sharing potentialPaid time offPaid holidaysFree ParkingImmerse yourself in a collegial and friendly work environment*Note: Waiting period may apply
If this amazing opportunity resonates with you, we want to hear why and discuss things further. We look forward to connecting with candidates who align with our values and vision.
Applications are only accepted through this website. No agencies please.
Job Type: Full-time
Ability to Relocate: Boca Raton, FL 33431: Relocate before starting work (Required)
Work Location: In person
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This position is located in Boca Raton, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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