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 attorne...