Senior Trusts & Estates Paralegal

LHH is seeking a Senior Trusts & Estates Paralegal to support its sophisticated Trusts & Estates practice for a respected mid-size business law firm. This role works closely with attorneys on high-net-worth estate planning, probate, trust administration, and estate tax matters. The ideal candidate is highly organized, detail-oriented, and experienced managing complex matters with professionalism and discretion.

Key Responsibilities:

Estate Planning Support

• Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related documents
• Prepare asset schedules, trust funding documentation, and planning materials
• Assist with document revisions, proofreading, and finalization
• Coordinate execution of estate planning documents and ensure proper formalities
• Maintain organized and confidential client files

Estate & Trust Administration

• Prepare Florida probate pleadings and court filings
• Assist with administration of estates and trusts
• Coordinate with financial institutions, beneficiaries, and advisors
• Assist with fiduciary accountings
• Track deadlines and ensure timely filings

Tax & Compliance Support

• Assist with Form 706 (estate tax), Form 709 (gift tax), and fiduciary income tax matters
• Track tax deadlines and gather supporting documentation
• Coordinate with CPAs and financial advisors
• Maintain tax-related records and apply knowledge of estate and gift tax concepts

Qualifications:

• 7+ years of Trusts & Estates paralegal experience (10+ years preferred for senior-level candidates)
• Strong knowledge of Florida probate and trust administration
• Experience with estate, gift, and fiduciary income tax matters (Forms 706 & 709)
• Proficiency in Microsoft Office and estate planning/tax software (e.g., Gillett) preferred
• Paralegal certificate or relevant degree preferred