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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileEstates and Trusts Paralegal The candidate will be prepare and file appropriate documents for original probate or administration of estates, prepare and file appropriate documents for ancillary probate or administration. Will obtain asset information to prepare and file inventories, federal and state tax returns, final lifetime and fiduciary income tax returns, manage estate bank accounts. Collect, value, transfer and distribute assets; prepare accountings, perform legal and factual research. Locate missing heirs; maintain regular client contact; prepare annual trust accountings. Prepare fiduciary income tax returns for trusts; prepare documents for final trust accountings and arrange for final distributions. Prepare income tax returns for individual clients. Should have substantial experience in the areas of estate and trust administration and tax preparation.
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