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Years of Experience
ProfileEstate Planning / Probate Paralegal The candidate will be responsible for all aspects of estate planning and estate and administration. Will prepare, service and file court papers for probate proceedings, appointments or resignations of fiduciaries, disclaimers, and inventories, and claims against estates. Prepare and file Federal and Florida estate tax returns. Prepare beneficiary designation forms and asset transfer forms. Prepare receipts and releases. Prepare probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests. Prepare informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041’s prepared by outside accountants. Prepare receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney. Prepare probate documents and Surrogate’s Court related filings. Should have 5+ years of Trust and Estates experience. Must have advanced Microsoft Word and proficiency with Outlook, Excel and PowerPoint. Excellent verbal and written communication skills required. Paralegal Certificate is preferred.
Personnel Management Solutions, Inc. (PMSi)
1080 Kirts Blvd.
Troy, MI 48084