Trusts & Estates Paralegal

LHH Recruitment Solutions Boca Raton, FL , Palm Beach County, FL

Posted Yesterday

Job Description Job Description We are seeking an experienced Trusts & Estates Paralegal to join our clients dynamic team in Boca Raton, FL . The ideal candidate will have a strong background in trusts and estates law, including extensive experience with Form 706 (U.S. Estate Tax Return) preparation and filing.

This is an exciting opportunity for a motivated professional to contribute to complex estate planning and administration matters. Key Responsibilities: Draft and prepare estate planning documents, including wills, trusts, and powers of attorney.

Assist with the preparation, filing, and review of Form 706 and other estate tax documents. Manage probate filings and related documentation, including petitions, inventories, and accountings. Provide support for trust administration, including asset transfers, accountings, and distributions.

Maintain client files, ensure compliance with applicable laws, and monitor deadlines for critical filings. Communicate with clients, beneficiaries, and court personnel as needed. Assist with research and preparation for court hearings and depositions.

Qualifications: Minimum of 3-5 years of experience as a Trusts & Estates Paralegal . Proven experience with Form 706 and estate tax filings. Strong understanding of probate and trust administration procedures. Familiarity with state and federal tax laws relating to estates and trusts.

Excellent communication and organizational skills. Detail-oriented with the ability to handle multiple priorities and meet deadlines. A Paralegal Certificate or a Bachelor’s degree in a related field is preferred.

Proficiency in MS Office and legal case management software. What We Offer: Competitive salary and benefits package.

Salary starts at $90,000/yr. Opportunities for career growth and professional development. A collaborative and supportive team environment.

If interested in this outstanding opportunity in Boca Raton, please submit your resume.We look forward to hearing from you Pay Details: $90,000.00 to $105,000.00 per year Search managed by: Richard Harley Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate -privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance


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