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

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 the 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

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