Paralegal Private Wealth

Profile

Jones Foster is seeking an experienced Wills, Trusts and Estates Paralegal to join our growing Private Wealth department in the West Palm Beach office. This position will focus on the administration of trusts and estates, assist attorneys in various types of legal matters and provide assistance in preparing probate pleadings and related legal documents.

Responsibilities include but are not limited to

Prepare documents for attorney review, including Florida probate pleadings and other documents for sophisticated trust and estate administration matters;

Prepare initial drafts of trust and estate-related tax returns, including Forms 706 and 709;

Prepare trust and estate accountings and administer guardianships;

Gather, organize, summarize and index documents from various sources;

Attend and participate in client meetings and document executions;

Complete special projects and additional duties as assigned;

Required Skills/Abilities

Excellent verbal, written, and communication skills

Must be highly organized and detail-oriented

Understanding of legal language and principles, research methods, court pleadings and processes

Ability to perform tasks utilizing legal office software such as document management

Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs)

Strong background in the Florida Probate Code and Florida Trust Code

Proficiency with GEMS

Type 60 words per minute

Experience in Perfectlaw is a plus

Education and Experience

Bachelor’s Degree required

Paralegal Certification a plus

Minimum 5 years of experience in a legal environment or law firm

Jones Foster provides a team-oriented working environment with a competitive salary and excellent benefits. Submit resume and salary requirements in confidence to Tami Segal, Human Resources Manager at tsegal@jonesfoster.com

EOE

Company info

Jones, Foster, Johnston & Stubbs, PA
Website : http://www.jonesfoster.com/