Trust and Estates Paralegal

Fawkes Idm - Miami, FL

Full-time

Miami, FL

About the position

The Trust and Estates Paralegal will be responsible for managing all aspects of estate and trust administration within a law firm. This includes handling probate processes, preparing tax returns, and ensuring proper distribution of estate assets. The role requires extensive communication with clients and financial professionals, making strong interpersonal skills essential.

Responsibilities

• Handling all phases of estate and trust administration, including probate.
• Extensive communication with clients, financial planners, and accountants.
• Preparation of federal and state estate tax returns and fiduciary accountings.
• Distribution of estate assets and trust funding.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word a plus.