Paralegal
4 days ago
This range is provided by The Phoenix Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$75,000.00/yr - $95,000.00/yr
Principal Recruiter at The Phoenix GroupOur client, a prestigious law firm, is seeking a Paralegal to join their team in Naples, FL
Responsibilities:
- Prepare pleadings to initiate estate or guardianship court proceedings
- Monitor and maintain files for estate, trust, and guardianship administration
- Review estate planning documents, wills, and trusts
- Prepare trust administration documents (e.g., trustee acceptances, resignations, declinations)
- Prepare trust and estate accountings
- Draft memorandums and correspondence
- Manage communication between attorneys, clients, beneficiaries, and family members
- Monitor trust and estate accounts, including payment of monthly expenses
- Research asset and debt information for trusts and estates
- Prepare deeds and facilitate the transfer of assets (e.g., vehicles, brokerage accounts, cash distributions) to beneficiaries
- Assemble necessary documents for trust and estate administration tax returns (estate tax, income tax, and gift tax) and collaborate on tax return preparation
- Conduct estate and guardianship legal research
- Locate beneficiaries of trusts or estates when necessary
Qualifications:
- High school diploma or GED required
- Degree in business administration preferred
- Minimum of three (3) years of paralegal experience
- Experience in probate, trust administration, and estate settlement
- Proficiency in Microsoft Office, Excel, and Outlook
- Exceptional organizational skills and attention to detail
- Excellent verbal and written communication skills
- Strong ability to prioritize, multitask, and manage time effectively
- Team-oriented and collaborating
Benefits:
- 401(k)
- Medical, Dental, Vision and Life Insurance
- Flexible Spending Accounts
- Employee Assistance Program
- Paid Time Off
- Work schedule: 37½ hours per week
- 9 Paid Holidays and 2 Paid Floating Holidays
- Referral Bonus Program
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Seniority levelEntry level
Employment typeFull-time
Job functionLegal and Administrative
IndustriesLaw Practice, Legal Services, and Administrative and Support Services
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