Trust & Estates Paralegal

2-3 yrs required

Full-time

No

# Trust & Estates Paralegal - Boca Raton

Greenspoon Marder is looking for an experienced Trust & Estates Paralegal to join our well-established Trust and Estate practice group in our Boca Raton office. We are seeking candidates who possess the following skills: detail-oriented, work efficiently, highly organized, and have a minimum of two to three years’ experience in a setting serving high-end clients.

## Trust & Estates Paralegal Duties and Responsibilities

The Trust & Estates Paralegal will be responsible for a variety of duties including, but not limited to:

* Drafting and editing legal documents, especially estate planning documents, for attorney review
* Answering trust funding questions from clients and coordinating the transfer of assets into trusts, including bank accounts, stock transfers, and real estate deeds
* Maintaining financial records for the use of preparing tax returns and fiduciary accountings
* Distributing estate/decedent’s assets by contacting banks, brokerage houses, and appraisers and establishing estate checking accounts
* Classifying clients’ assets, coordinating the transfers of real property and non-qualified accounts into legal entities, and assisting with the modification of designated beneficiaries for qualified accounts, life insurance, and annuities
* Speaking directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines

## Benefits

Greenspoon Marder offers a comprehensive benefits package to its Trust & Estates Paralegals, including:

* Heavily subsidized health insurance premiums
* Some health plans include Firm paid HSA contributions ranging from $600 and $1,200 annually
* Free dental insurance for employees and inexpensive options for dependents
* Free vision insurance for employees and inexpensive options for dependents
* Tax advantaged account options like Flexible Spending Accounts and Dependent Care Accounts
* Life Insurance, paid by the Firm
* Long-Term Disability Insurance, paid by the Firm
* Employee Assistance Program (EAP)
* 10 paid holidays plus 1 floating holiday
* Generous PTO for full-time employees
* Traditional and Roth 401(k) options from day one

## Salary

The salary range for this position is competitive and commensurate with experience.

Greenspoon Marder is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Not Specified

Heavily subsidized health insurance premiums, Free dental insurance, Free vision insurance, Tax advantaged account options, Life Insurance, Long-Term Disability Insurance, Employee Assistance Program, 10 paid holidays plus 1 floating holiday, Generous PTO

Not Specified

Drafting and editing legal documents, Trust funding, Financial record maintenance, Asset classification, Transfer of assets, Distribution of assets

Not Specified

All inquiries will be kept confidential

Qualification and Experience Minimum of two to three years’ experience in a setting serving high end clients

Legal