SourcePro Search, LLC
Probate Paralegal
SourcePro Search, LLC, Boca Raton, Florida, us, 33481
Are you an experienced
Probate Paralegal
with a strong background in trust and estates law? Join our
Trust and Estates Practice Group
in Boca Raton! We are seeking a highly organized and detail-oriented professional with a minimum of 3-5 years of experience in a law firm setting to support attorneys and provide top-tier legal assistance.
What You'll Do:
Provide comprehensive legal support to attorneys within the Trust and Estates Practice Group. Prepare probate pleadings, legal documents, and maintain client files, ensuring accuracy and attention to detail. Marshal inventory and manage the distribution of assets. Handle IRS forms, including gift tax (709) and estate tax (706) returns. Record deeds and documents with courts and utilize E-Filing systems. Proofread all correspondence and legal documentation for precision and quality. Assist with billing tasks, including preparing invoices, cover letters, and maintaining client billing records. Communicate daily with clients in a professional and confidential manner. Prepare documents for client signings and ensure all required paperwork is finalized on time. What You'll Bring: Experience:
Minimum of 3-5 years in a law firm setting supporting Trust and Estates Practice Groups. Skills:
Strong written communication, organizational skills, and the ability to handle a fast-paced, high-volume workload. Initiative:
A proactive approach to tasks and the ability to manage competing deadlines effectively. Technical Proficiency:
Familiarity with IRS forms, E-Filing, and billing systems. Professionalism:
Exceptional client communication skills and a commitment to confidentiality. What You'll Get: Heavily subsidized health insurance premiums. Firm-paid HSA contributions ($600-$1,200 annually). 100% firm-paid employee-only premiums for dental and vision insurance, with affordable dependent coverage options. Tax-advantaged accounts, including Flexible Spending and Dependent Care Accounts. Firm-paid life insurance and long-term disability insurance. Employee Assistance Program (EAP). 11 paid holidays in 2024, plus generous PTO for full-time employees. Immediate eligibility for 401(k) plans, with discretionary firm matching contributions.
Learn More and Apply Today: Ready to bring your expertise to our prestigious team? Apply now to join our Trust and Estates Practice Group!
Probate Paralegal
with a strong background in trust and estates law? Join our
Trust and Estates Practice Group
in Boca Raton! We are seeking a highly organized and detail-oriented professional with a minimum of 3-5 years of experience in a law firm setting to support attorneys and provide top-tier legal assistance.
What You'll Do:
Provide comprehensive legal support to attorneys within the Trust and Estates Practice Group. Prepare probate pleadings, legal documents, and maintain client files, ensuring accuracy and attention to detail. Marshal inventory and manage the distribution of assets. Handle IRS forms, including gift tax (709) and estate tax (706) returns. Record deeds and documents with courts and utilize E-Filing systems. Proofread all correspondence and legal documentation for precision and quality. Assist with billing tasks, including preparing invoices, cover letters, and maintaining client billing records. Communicate daily with clients in a professional and confidential manner. Prepare documents for client signings and ensure all required paperwork is finalized on time. What You'll Bring: Experience:
Minimum of 3-5 years in a law firm setting supporting Trust and Estates Practice Groups. Skills:
Strong written communication, organizational skills, and the ability to handle a fast-paced, high-volume workload. Initiative:
A proactive approach to tasks and the ability to manage competing deadlines effectively. Technical Proficiency:
Familiarity with IRS forms, E-Filing, and billing systems. Professionalism:
Exceptional client communication skills and a commitment to confidentiality. What You'll Get: Heavily subsidized health insurance premiums. Firm-paid HSA contributions ($600-$1,200 annually). 100% firm-paid employee-only premiums for dental and vision insurance, with affordable dependent coverage options. Tax-advantaged accounts, including Flexible Spending and Dependent Care Accounts. Firm-paid life insurance and long-term disability insurance. Employee Assistance Program (EAP). 11 paid holidays in 2024, plus generous PTO for full-time employees. Immediate eligibility for 401(k) plans, with discretionary firm matching contributions.
Learn More and Apply Today: Ready to bring your expertise to our prestigious team? Apply now to join our Trust and Estates Practice Group!