Paralegal

About the role

Duane Morris LLP, a global law firm with 900+ attorneys in offices across the U.S. and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global markets. Seeing an experienced Trust and Estate Paralegal to support the Private Client/Wealth Planning practice group based out of Boca Raton, Florida. Working in a collegial team-oriented environment, our paralegals perform challenging and substantive legal work. This role provides essential support in estate planning, trust administration, and related matters, requiring strong organizational skills, discretion, and a client-service mindset.

Responsibilities

• Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related ancillary documents
• Assist with trust and estate administration, including probate filings, asset inventories, and preparation of accountings and correspondence
• Assist in preparation and filing of estate and gift tax returns
• Prepare trust funding documents, asset transfer paperwork, and beneficiary designation forms
• Coordinate execution ceremonies, notarizations, and document recording
• Maintain and organize electronic and physical client files in accordance with firm procedures
• Track deadlines, follow-up items, and workflow for assigned matters
• Serve as a point of contact for clients, financial advisors, accountants, and court personnel
• Conduct basic legal and factual research as needed
• Assist with matter intake, billing support, and document management system

Requirements

• Minimum 5 years of experience in trusts & estates, private client, or wealth planning preferred
• Strong knowledge of estate planning and trust administration documents and processes
• Ability to handle sensitive personal and financial information with discretion
• Strong organizational skills are imperative with the ability to organize and prioritize numerous tasks and complete them in a timely manner on an ongoing basis, as well as under strict time constraints when necessary
• Must possess a high level of technical competency on various job-related computer software packages and applications including MS Word, MS Outlook and MS Excel
• Strong written communication skills with the ability to proofread material for grammatical, typographical and spelling errors required
• Interpersonal skills necessary in order to communicate successfully either in person, by phone or through e-mail (including directly with clients)
• Must be able to follow instructions effectively from a diverse group of legal professionals and staff and provide information with professional courtesy and tact

Benefits

• Comprehensive healthcare, dental, vision, and prescription plans
• Commuter, HSA and FSA spending accounts
• Short-term and long-term disability and life insurance coverage
• 401k and Pension Plan
• 22 PTO days, 11 paid holidays
• Employee Referral Bonus ($3,000.00)