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Carrot Peelers, Sales, Personality and Your Job Search
Law Firm
Legal Staff
Trusts and Estates
Min 5 yrs required
Paralegal - Private Client The candidate will prepare legal documents for the private client group, including asset planning, succession planning, trusts and estates, and trust and probate work. Will perform specifically delegated and substantive legal work under the direction and supervision of a lawyer. Prepare individual and fiduciary income tax returns, gift tax returns and estate tax returns. Assist in preparing, retaining, and organizing legal documents, agreements, pleadings and accountings related to trust and estate administration. Prepare probate and administration proceedings, accounting proceedings (judicial and non-judicial) and other court filings. Assist in the transfer of assets from decedent's or individuals' name to Estate or Trust (including the preparation of deeds and related tax filing). Perform legal support work following detailed instructions pertaining to administration of tax returns and the administration of trusts and estates. Provide factual research, document analysis and organization, and drafts pleadings. Index trust and estate administration documentation and enters data into client files. Track billable time and enters it into the DTE system. Present information effectively to lawyers and clients and responds to questions. Resolve routine legal questions under the direction of a lawyer. Meet with clients as needed.
Qualification and Experience
The candidate should have Bachelor's degree and/or Paralegal certificate. Must have 5+ years of trust and estates experience in a law firm, trust department, or accounting firm. Should have in-depth understanding of estate tax/fiduciary tax/gift tax and probate administration. Familiarity with trust and estate accountings is required. Familiarity with probate administration processes and procedures is needed. Should have ability to independently organize large amounts of data, both hardcopy and electronic, into an easily retrievable system. Ability to travel up to six times per month to various client locations is a must.
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