Description

A thriving Legal law firm in Naples is looking for an energetic candidate for an immediate Paralegal position.

Responsibilities

• Prepare pleadings initiating an estate or guardianship court proceeding

• Monitor and maintain files for estate administration, trust administration and guardianship

• Review estate planning, will and trust documents

• Prepare trust administration documents (i.e., acceptances of trustees, resignations and declinations

of trustees, etc.)

• Prepare trust and estate accounting

• Draft memorandums and correspondences

• Manage communication amongst attorneys, clients, beneficiaries and family members

• Monitor trust and estate accounts, including payment of monthly expenses of an trust or estate

• Research asset and debt information for trusts and estates

• Prepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of

assets to beneficiaries

• Assemble necessary documents for a trust and estate administration tax return (i.e., estate tax,

income tax and gift tax returns; collaborate on preparation of the tax return

• Estate and guardianship legal research pertaining to issues

• Locate beneficiaries of trust or estate, when necessary

Requirements

Q• Prepare pleadings initiating an estate or guardianship court proceeding

• Monitor and maintain files for estate administration, trust administration and guardianship

• Review estate planning, will and trust documents

• Prepare trust administration documents (i.e., acceptances of trustees, resignations and declinations

of trustees, etc.)

• Prepare trust and estate accounting

• Draft memorandums and correspondences

• Manage communication amongst attorneys, clients, beneficiaries and family members

• Monitor trust and estate accounts, including payment of monthly expenses of an trust or estate

• Research asset and debt information for trusts and estates

• Prepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of

assets to beneficiaries

• Assemble necessary documents for a trust and estate administration tax return (i.e., estate tax,

income tax and gift tax returns; collaborate on preparation of the tax return

• Estate and guardianship legal research pertaining to issues

• Locate beneficiaries of trust or estate, when necessary

It is an excellent chance to develop case management skills, client relationships and provide training to support staff as well. The company is also prepared to offer you compensation at a competitive rate. Contact us today to learn how you can grow your paralegal career!

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Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .