Probate and Trust Paralegal at Beacon Hill Staffing Group, LLC in Boca Raton, Florida

Job Description:

Job Description


National law firm is seeking a full-time Probate and Trust Paralegal to join the Private Client Services group. The candidate should have a minimum of 5 years paralegal experience in Probate and Trust Administration. The candidate should have strong communication, organizational and interpersonal skills and be comfortable prioritizing and balancing a variety of tasks. The candidate must have the ability to manage confidential information with discretion, be able to handle trust/estate administrations from inception through to completion, and a desire to grow in the position. The firm is offering a hybrid work schedule of 3 days in the office, 2 days remote for all paralegals. Experience in preparing estate and gift tax returns, working with high net worth families, knowledge in Litify and Westlaw Firm Builder a plus.


Responsibilities


Probate and Trust Administration responsibilities:

• Management of probate and trust administration files from initial client contact through completion of the process.


• Preparation of Asset Information Spreadsheets.


• Prepare all required probate and trust administration documentation for client meetings.


• Status letters to clients and beneficiaries.


• E-filing court documents.


• E-filing deeds.


• Work closely with clients, beneficiaries and other advisors throughout the process.


• Obtain all necessary information and documentation.


• Organizing and indexing documents and asset information.


• Calendar and handle follow-ups.

Qualifications

• A minimum of 5 years of experience in a legal environment.


• Ability to manage confidential information with discretion.


• Strong interpersonal skills to build a rapport with team and clients.


• Detail oriented, able to work independently, and possess excellent organizational and written/oral communication skills.


• Must have the motivation and skill to juggle multiple priorities in a fast-paced environment.


• Proven computer/technology skills. Microsoft Office Suite a must.


• A four-year college degree and/or paralegal certificate required.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.



California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.


If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/


Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.


Company Profile:


Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.


Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.


Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .


Benefits Information:


Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.


We look forward to working with you.


Beacon Hill. Employing the Future (TM)
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