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Trusts & Estates Paralegal - (Naples, FL)

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Posted 1 month ago

Dynamic self-starter sought for fast-paced, exciting working atmosphere. Responsibilities: Assist with all aspects of the legal administration of estates. Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Correspondence with clients to obtain details required for probate and estate administration; correspondence with banks, businesses, insurance companies, brokerage firms, and others to collect asset details or details to collect assets and/or liquidate assets. Preparation and transmittal of all necessary papers to transfer securities. Preparation and filing of claims for insurance proceeds and death benefits. Preparation and allowance of accounts in the probate court; preparation of trust accounting. Opening and closing estate accounts.


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Posted in Naples, FL, Legal
From CareerBuilder - 1 month ago