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Estates & Trust Paralegal

Company: Spherion Staffing Central & Southwest Florida
Location: Naples
Posted on: January 12, 2022

Job Description:

Spherion has partnered with a rapidly growing law firm seeking an experienced Estates & Trusts Paralegal to join their Naples team. This Paralegal role requires experience in handling probate and trust administration processes. OPEN TO NON-LOCAL CANDIDATES WITHIN THE STATE OF FLORIDA!
This is an immediate direct hire opportunity with a competitive compensation (DOE) + benefits package!
This a great career opportunity that requires a minimum of 3 years practical experience in probate and estate settlement. Experience within the State of Florida highly preferred however may be open to candidates relocating to the Naples area.
Position Responsibility Summary:
Prepare pleadings to file with the court to initiate an estate or guardianship proceeding
Monitor and maintain the estate administration, trust administration and guardianship files
Review estate planning documents, including the Will and Trust documents
Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc
Prepare memorandums and correspondence
Conference with attorneys, clients, beneficiaries and family members
Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
Gather information regarding the assets and debts of an estate and/or trust
Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,
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
Legal research regarding issues with an estate or guardianship
Locate beneficiaries of an estate or trust, if necessary
Interested candidates please apply with a current resume for immediate consideration!

Keywords: Spherion Staffing Central & Southwest Florida, Cape Coral , Estates & Trust Paralegal, Legal , Naples, Florida

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