Paralegal

Medium Law Firm, located in Palm Beach County, Florida - Professional Paralegal - for Trust & Estates Practice. Drafting and preparing estate planning documentation, including wills, trusts, powers of attorney, trust resolutions, and agreements.Coordinate and manage beneficiary correspondence and related matters.Provide support in the administration of estates, including probate filings, asset transfer documentation, and account reconciliations.Prepare and file gift tax returns and assist with other tax-related matters.Collaborate with clients and external parties to facilitate the resolution of estate and trust issues.Maintain and organize case files, ensuring all documentation is accurate and up-to-date.***** 3+ years of experience supporting Trust + Estates attorneys and/or practice groups.Experience using Estate Planning Software is preferredAdvanced knowledge of estate planning processes, probate matters, and trust administration.Expertise in preparing and managing documents such as wills, trusts, and powers of attorney.Strong proficiency with gift tax preparation and asset transfer documentation.Exceptional organizational, communication, and interpersonal skills.Ability to manage multiple priorities and deadlines in a fast-paced environment.

Created: 2025-03-07