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A full service law firm is seeking a full-time, experienced, highly organized, and detail-oriented Estate and Probate Paralegal to join their Private Client Services group in West Palm Beach, Florida. In this role, you will play a vital part in supporting complex estate and probate matters, ensuring precise document and pleading preparation and smooth case management. The ideal candidate will bring years of experience in probate document drafting, filing, and case management in complex matters across multiple jurisdictions, an enthusiasm for mastering changing legal processes, exceptional organizational skills, clear communication skills with the ability to work independently and as part of a team, and a proactive approach to handling complex estate and probate cases. This position performs a variety of paralegal support duties and delivers high-quality service, exhibiting commitment to integrity and excellence. Candidates for the role must have a thorough knowledge of law firm and practice specific processes and procedures, information technology systems, research tools, and a broad-based understanding of the estate and probate process. The scope of responsibilities includes primarily drafting and filing estate and probate documents in all 67 counties of the State of Florida; independent case management, assisting with various IRS filings and procedures; trust administration, and preparation of client correspondence. In addition, responsibilities will also include (to a lesser extent) guardianship, client support, legal research, and other tasks as assigned.
Job Responsibility
Prepare and maintain probate files
draft, revise, and file probate documents such as petitions, orders, inventories, and accountings
ensure all probate documents are filed with the court on time and track deadlines
monitor probate proceedings and update attorneys accordingly
maintain current knowledge of rules of procedure governing probate courts
handle written and oral correspondence with clients, attorneys, and court personnel
prepare IRS forms including federal Estate and Gift Tax returns (IRS Form 706, Form 709, Form 1023)
work closely with clients to answer questions regarding administration and assets
prepare various corporate documents
track and bill time to client files
manage electronic case files
Requirements
Bachelor's degree or comparable experience
minimum of five years of law firm administrative experience, preferably ten or more as a probate paralegal
working knowledge of Microsoft Office including Outlook, Word, Excel
experience with law firm case management and billing software
ability to work under pressure and time constraints
ability to balance assignments and workflow
ability to multitask and handle high volume
strong attention to detail
effective oral and written communication skills
ability to establish and maintain effective working relationships
significant client facing experience
familiarity with financial documents and tax returns