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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Paralegal, Estate and Trust Administration The candidate will be identifying, gathering, and valuing assets; preparing various probate and accounting documents. Will be preparing accounting for both estates and trusts. Preparing death tax returns, including the federal estate tax return and state estate tax returns. Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts. Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources. Undergraduate degree and paralegal certification (or equivalent) is needed. Familiarity with procedures of courts and regulatory agencies are essential. Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software is needed. Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems) is essential. Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills. Good understanding of basic business relationships and client confidentiality principles is needed.
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