Trusts and Estates Paralegal

Zerega Consulting Services, LLC

Trusts and Estates Paralegal

Tampa, FL
Full Time
Paid
  • Responsibilities

    Our client, a highly regarded law firm, is seeking an experienced and detail-oriented Trusts and Estates Paralegal to join their Tampa office. Their Trusts and Estates practice provides sophisticated legal solutions for high-net-worth individuals, families, and businesses.

    Responsibilities:

    • Assist attorneys in the preparation of estate planning documents, including wills, trusts, powers of attorney, and advance directives.
    • Prepare and file probate and trust administration documents in state and federal courts.
    • Manage estate and trust administration matters, including asset collection, accountings, and distributions.
    • Draft correspondence, legal memoranda, and other client communications.
    • Maintain and organize client files, ensuring accuracy and confidentiality.
    • Assist in preparing estate tax returns, gift tax returns, and related filings.

    Qualifications:

    • Minimum of 3+ years of experience as a trusts and estates paralegal in a law firm setting.
    • Paralegal certificate from an accredited program or equivalent experience.
    • Strong knowledge of Florida probate and trust administration procedures.
    • Proficiency in legal research tools and case management software.
    • Exceptional attention to detail and organizational skills.
    • Ability to manage multiple tasks in a fast-paced environment.
    • Excellent written and verbal communication skills.
    • Strong ability to work independently while collaborating effectively with attorneys and clients.