PROBATE & ESTATE ADMINISTRATION PARALEGAL

posted:
Location
Naples, Florida
Industry
Legal (Legal Occupations)
Job Type
Full-Time
Working Hours
8:00 AM - 5:00 PM
Salary
US$ 65,000 - US$ 90,000 per year
Ref. Number
S_47172
Contact
Carter, Debbi, Spherion
Phone
863-999-2913
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Job Description

Candidate must be comfortable making independent judgments, and must have probate and estate settlement experience. Tax return preparation knowledge is a plus but not a requirement for this role. Position reports to the Partners in the Naples office, and work assignments come from various Partners within the Private Clients Department in the firm, but predominantly from the (4) Naples Office Trust & Estates Partners.

Responsibilities:
Regular duties of the role include, but are not limited to, the following items:
o Prepare pleadings to file with the court to initiate an estate or guardianship proceeding o Monitor and maintain the estate administration, trust administration and guardianship files
o Attend hearings when needed o Review estate planning documents, including the Will and Trust documents o Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc. o Prepare estate and trust accountings when required o Prepare memorandums and correspondence o Conferences with attorneys, clients, beneficiaries and family members
o Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
o Gather information regarding the assets and debts of an estate and/or trust o Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,
o Gather information needed for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns
o Legal research regarding issues with an estate or guardianship o Locate beneficiaries of an estate or trust, if necessary

Working hours: 8:00 AM - 5:00 PM

Skills:
Regular duties of the role include, but are not limited to, the following items:
o-Prepare pleadings to file with the court to initiate an estate or guardianship proceeding o Monitor and maintain the estate administration, trust administration and guardianship files
o-Attend hearings when needed o Review estate planning documents, including the Will and Trust documents o Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc. o Prepare estate and trust accountings when required o Prepare memorandums and correspondence o Conferences with attorneys, clients, beneficiaries and family members
o-Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
o-Gather information regarding the assets and debts of an estate and/or trust o Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,
o-Gather information needed for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns
o-Legal research regarding issues with an estate or guardianship o Locate beneficiaries of an estate or trust, if necessary

Education:
Bachelors

Experience:
4-7 years

Qualifications:
- 4+ years of Florida probate and estate paralegal experience or, 8-10 years of out-of-state paralegal experience
- Tax return preparation knowledge is a plus but not a requirement


Qualified candidates only----Send resume to debbicarter@spherion.com

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