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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfilePrivate Client Paralegal The candidate will draft petitions, annual/final accountings and statements of account or final settlement, final receipts, and related documentation all in connection with probate estates (supervised or unsupervised) and informal/small estate proceedings. Will coordinates preparation or acquisition of various estate documentation, coordinates appropriate publications and notifications regarding the estate. Contacts and coordinates with probate court on administration of probate estates. Coordinates the transfer of assets into and out of trusts, including bank accounts, stock transfers and real estate deeds. Coordinates and/or effect distributions to trust beneficiaries. Performs routine trust reporting functions, including inventories, annual reconciliations and annual trust accountings. Assists clients with initial funding of trusts. Contacts and coordinates with insurance companies and assist with transfer of ownership of policies and/or update beneficiary designations, including obtaining value of policies for gift tax preparation. Contacts and coordinates with banks, brokers and other financial institutions to collect information about client assets and transfer such assets. Prepares and coordinates the execution and recording of deeds and other necessary documents as needed in accordance with estate plans. Prepares stock certificates for transfers of closely held corporation stock and resulting updating of stock ledgers to reflect same. Prepares and maintains documentation and compliance regarding gifts. Contacts and coordinates with governmental offices/agencies on tax, entity formation, governmental benefits and other issues. Analyzes past tax returns and other financial records and participates in the development of financial analyses and tax plans by considering gift, estate, generation-skipping transfer and state and federal income taxes. Reviews and manages tax documentation for use in connection with tax planning and compliance. Is familiar with, and prepares, tax returns, including fiduciary income tax return, individual income tax returns, estate tax returns, and gift tax returns.
Qualification and Experience
The candidate should have a Bachelor’s degree. Must have 2-6 years of directly related experience. Must possess a high level of professionalism and interpersonal skills so as to be able to work well with employees at all levels within the organization and maintain all information in the strictest of confidence. Required to use tact and diplomacy when dealing with others. Must have ability to read, write, and communicate fluent English; ability to compose documents in the appropriate business style using correct grammar and spelling; ability to communicate clearly using proper grammar and diction over the telephone. Must possess attention to detail, ability to balance multiple projects, and strong time management skills. Must have ability to reason and apply common-sense understanding to situations encountered.