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Recruiter
Legal Staff
Trusts and Estates
$70,000+
Min 3 yrs required
Trust & Estates Paralegal The candidate will interact day-to-day with clients, partners and/or associates as well as with fiduciary accountants. Assemble and organize estate tax returns plus exhibits. Assist with retrieval of documents for audits. Assist with trust administration, preparation of documents for funding trusts, obtaining tax ID numbers, filing of formation documents for entities such as limited liability companies and limited partnerships; filing applications to do business in foreign jurisdictions. Administer large database which includes original estate planning documents: Wills, Trusts, Advance Care Directives, Notes, Agreements, Letters, etc. including maintenance of vaults containing hard copies of those documents. Draft simple estate planning documents such as appointments of successor trustees and resignations. Act as liaison legal assistant to the litigation department on the occasions of claims upon an estate or trust. Preparation of responses to Auditor’s requests. Organize and index estate planning documents. Preparation of probate papers and experience in administering estates. Preparation of documents relating to trust terminations, such as: court petitions and related court documents, receipts and releases, and resignation, appointment and acceptance of trusteeship documents. Occasional personal attention to clients with special requests. Should have 4-year college degree. Must have 3+ years of Trust & Estates experience.
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