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Trusts & Estates Paralegal The candidate covers all areas of trust and estate administration as well as fiduciary accountings. Responsibilities: Gathering, identifying and valuation of assets; Preparing various probate and accounting documents; Drafting correspondence and paying bills; Preparation of death tax returns, including the federal estate tax return and state succession and estate tax returns; Preparation of accountings for both estate and trusts (using computer programs); Preparation of federal and state individual and fiduciary income tax returns; Preparation of federal and state gift tax returns, and possibly returns of private foundations, partnerships and miscellaneous other returns; Ability to review and interpret wills and trust agreements and implement the plan during the estate and trust administration process; Although attorneys generally research issues of law, the paralegal must be able to use reference materials such as the Internal Revenue Code and Regulations, CCH Capital Changes Reporter, Moodyâ€™s Dividend Record, etc; Interact with, and show compassion to, clients who may have suffered the loss of a loved one or are under a great deal of stress, bank and brokerage house representatives, and individuals in the office; Communicate with clients, attorneys and bankers outside the U.S. whose first language may not be English. Should have Bachelorâ€™s Degree. Must have 5-7 years prior experience.
Job ID 1853
Company infoHiring Coordinator