Job Details

Senior Personal Representation Paralegal

Company name

Green Key Resources

Organization Type

Recruiter

Job Type

Legal Staff

Years of Experience

Min 5 yrs required

Location

New York City, NY

Posted on

Dec 07,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Senior Personal Representation Paralegal The candidate will assist in multiple and various aspects of estate and trust administration for high worth individuals. Provide research on legal and tax issues as needed, collect and manage information regarding heirs, debts and assets, prepare and file Federal and State estate tax returns (Form 706), assist clients at probate hearings, file probate documents, receipts, petitions, etc., create, maintain and provide reporting on accounts for estates and trusts; and communicate directly with clients, financial planners and accountants. A Bachelor’s Degree required. should have 5 years of prior work experience in estate and trust administration within a law firm or the trusts and estates department of a professional services firm. Must have superior knowledge of electronic research technology.

Additional info

Job ID: 25837

Company info

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