Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileProbate and Trust Paralegal The candidate must have experience with all aspects of the probate and estate settlement process, including drafting and filing petitions, collecting and distributing assets, and preparing accounts. Familiarity with revocable and irrevocable trusts, charitable interests, guardianships, interpretation of wills, and familiarity with trust administration a plus. Must also have knowledge of trust accounting and security trading and be able to work well with clients, brokers and vendors. Must be capable of preparing fiduciary income tax returns, estate tax and gift tax returns. Must have exemplary technical and organizational skills, attention to detail, strong client service skills, and excellent verbal and written communication skills. Word and Excel skills is a must.