Trusts & Estates Administration Paralegal
Job Description
Job Description
Job Title: Trusts & Estates Administration Paralegal
Location (city, state): Boca Raton, Florida (Hybrid: 3 days in-office, 2 days remote)
Industry: Legal – Trusts & Estates
Pay: $85,000–$115,000/year (dependent on experience)
About Our Client:
Addison Group is partnering with a respected, multi-office law firm to hire a Trusts & Estates Paralegal. The firm has a well-established national presence and a strong reputation in estate planning, administration, and tax law. This position supports attorneys in a collaborative environment and offers growth potential within a stable, reputable legal practice.
Job Description:
We are seeking an experienced Trusts & Estates Paralegal to support attorneys in all aspects of estate and trust administration. The ideal candidate has 5+ years of recent experience in probate, tax return preparation, asset distribution, and multi-jurisdictional estate matters.
Key Responsibilities:
- Handle full-cycle estate and trust administration, including probate filings and asset transfers
- Prepare fiduciary accountings and federal/state estate tax returns
- Draft and record legal documents, including assignments, deeds, and funding memos
- Coordinate with clients, financial institutions, accountants, and advisors
- Maintain dockets, timelines, and accurate legal files
- Support attorneys with multi-state filings and complex estate structures
- Utilize ONESOURCE/Fast Tax, HotDocs, and Microsoft Office for documentation and reporting
Qualifications:
- 5+ years of recent Trusts & Estates paralegal experience
- Strong knowledge of probate processes in FL and/or NY
- Bachelor’s degree or Paralegal Certificate required (JD with relevant experience considered)
- Excellent communication, organizational, and analytical skills
- Familiarity with ONESOURCE/Fast Tax, HotDocs, iManage, or similar legal software
- Ability to manage high-volume caseload with accuracy and discretion
Perks:
- Hybrid work schedule (3 days in-office, 2 remote)
- Exposure to multi-state and complex estate matters
- Supportive and collaborative firm culture
- Comprehensive benefits package (medical, dental, vision, PTO, 401k)
- Career growth opportunities in a highly regarded firm
Addison Group is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants, regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or veteran status, in accordance with applicable laws. Reasonable accommodations are available for qualified individuals with disabilities upon request.