Estate Planning Assistant
Thomas Talent Network
Job Description
Job Description
Our client is seeking an experienced Estate Planning Assistant to support a sophisticated Trusts & Estates practice focused on high-net-worth individuals, estate administration, trust administration, probate matters, and transfer tax planning.
Competitive Base Salary + Benefits
RESPONSIBILITIES:
- Manage estate and trust administration matters from opening through final distribution
- Coordinate collection, valuation, and transfer of estate and trust assets
- Assist with beneficiary distributions and trust settlements
- Prepare probate pleadings, petitions, inventories, accountings, notices, and related filings
- Coordinate electronic filings with Florida courts
- Track probate deadlines and procedural requirements
- Prepare estate inventories and asset schedules
- Assist with preparation of estate tax returns, gift tax filings, and fiduciary income tax returns
- Serve as liaison between attorneys, clients, beneficiaries, and outside advisors
QUALIFICATIONS:
- Minimum 5 years of Florida estate and trust administration experience
- Strong knowledge of probate administration procedures
- Experience with trust administration matters
- Familiarity with estate, gift, and fiduciary income tax filings
- Knowledge of federal transfer tax concepts
- Experience with Florida court e-filing systems
- Proficiency with Microsoft Office Suite
PREFERRED:
- Paralegal Certificate or formal legal training
- Bachelor's Degree
- Experience working with high-net-worth clients
- Experience with estate administration software and trust accounting
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