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Paralegal

The Phoenix Group® • Full-time • Naples, FL, US • 2d ago

Key Responsibilities

Estate & Guardianship Proceedings

Draft pleadings to initiate estate and guardianship court proceedings.
Maintain and organize files for estate, trust, and guardianship administration.

Document Preparation & Review

Review estate planning documents, wills, and trusts.
Prepare trust administration documents, including trustee acceptances, resignations, and declinations.
Compile trust and estate accounting reports.

Communication & Coordination

Draft memorandums and correspondence.
Facilitate communication between attorneys, clients, beneficiaries, and family members.
Oversee trust and estate accounts, ensuring timely payment of expenses.

Asset & Debt Research

Research asset and debt details related to trusts and estates.
Prepare documents for deeds, vehicle transfers, brokerage accounts, and beneficiary distributions.

Tax & Legal Support

Organize documents for estate, trust, and gift tax returns.
Assist in the preparation of tax returns.
Conduct legal research for estate and guardianship matters.
Identify and locate trust or estate beneficiaries as needed.

Qualifications

High school diploma or GED required; a degree in Business Administration is preferred.
At least three (3) years of experience as a Paralegal.
Expertise in probate, trust administration, and estate settlement processes.
Proficiency in Microsoft Office, including Excel and Outlook.
Strong organizational skills with keen attention to detail.
Excellent verbal and written communication abilities.
Ability to prioritize, multitask, and manage time efficiently.
A collaborative team player with a positive, cooperative attitude.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

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