Trusts & Estates Paralegal, Part-Time (Mid-Level) – Lakewood Ranch, FL
Seeking a part-time mid-level Trusts & Estates Paralegal with 3-5 years of experience in estate planning, trust administration, and probate to work in our Lakewood Ranch, FL office. The Trusts & Estates Paralegal will be responsible for day-to-day tasks related to estate planning and trust administration including document preparation and review, legal research, and communication with clients. The position requires significant client contact and the ability to excel when working independently. Superior client communication, writing, research, computer, and organizational skills are a must.
Duties and Responsibilities:
- Preparation of accountings for both estates and trusts
- Drafting of estate planning documents, including wills, living trusts, irrevocable trusts and asset transfers
- Assistance with probate administration including probate petitions, assessor forms, statutory notices, creation of sub trusts, family settlement agreements, Rule 5.6 notices, and allocation of assets
- Preparation of federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
- Serves as liaison between firm, clients, advisors, and beneficiaries
Qualifications and Skills:
- 3-5 years of experience in trusts & estates within a law firm environment
- Paralegal certificate required; B.A. or B.S. desired
- Proficient in Microsoft Office Suite, especially Microsoft Word and Excel; experience with Lackner, ProLaw, and NetDocs a plus
- Notary Public a plus
- Excellent mathematical skills
- Strong analytical and problem-solving skills
- Legal research and technical writing skills, including proficiency with legal research tools
- Strong communication, interpersonal, and customer service skills
- Ability to work within deadlines and work on multiple tasks simultaneously
- Detail-oriented and highly organized
Working Conditions:
- Primarily an office environment
- Prolonged periods of sitting at a desk
- Regularly navigates the office and uses office equipment (phones, copier, printer, mail machine, A/V equipment, etc.)
- Consistently uses a computer and other equipment that requires keyboarding
- Prolonged periods of focus and attention to detail
- Consistently requires communication with others (phone, email, in person, Teams, etc.)
- Regularly engages in activities that have productivity and time driven requirements
- Some lifting and moving, such as files and other items up to 15 pounds
This is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
Position Details:
- This is a part-time, non-exempt position.
- The position is to be performed in person in our Lakewood Ranch, FL office.
- Approximate 20-hour per week schedule.
- The Trusts & Estates Paralegal will be a part of the Trusts & Estates Practice Group and report to the Trusts & Estates Chairs.
- This is a non-supervisory position.
Benefits: (part-time benefits include)
- Participation in our 401k program with matching
- Wellness programing that includes a gym reimbursement.
- All benefits are subject to eligibility and some may be subject to premiums/contributions.
How to Apply: Apply directly to this posting or send your confidential resume to Virginia.Amburgy@gogpac.com.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
