Trust & Estates Paralegal

Min 5 yrs required

Full-time

No

Trust & Estates Paralegal - Work with Clients and Attorneys in Law Firm

Primary Duties and Responsibilities:

- Work closely with clients, attorneys, and others in the Trust & Estates practice group
- Responsible for all aspects of trust and probate administration
- Meet with clients, trustees, and family members
- Communicate with beneficiaries
- Draft correspondence and legal documents
- Prepare deeds, asset spreadsheets, and probate pleadings
- Prepare federal estate tax returns and gift tax returns
- Prepare fiduciary income tax returns for estates and trusts
- Review annual trust accountings
- Review bank and brokerage statements
- Notarize documents
- Organize and maintain client files

Duties:

- Research, draft, and file probate court documents
- Compile information and draft federal and state estate tax returns
- Compile information and draft federal gift tax returns
- Handle collection and transfer of assets, payment of debts and administration expenses, and distribution of assets for probate estates and funded trusts
- File wills in appropriate counties
- Prepare deeds
- Ensure timely filing of all tax returns and court papers
- Prepare and send correspondence
- Communicate with banks and other financial institutions
- Prepare Guardianship/Conservatorship forms and assist with filings
- Coordinate office services
- Meet with clients and attorneys
- Record time accurately for billing purposes

Desired Skills and Experience:

- College degree and paralegal certificate or equivalent
- Minimum of 5 years' experience as a paralegal in a law firm or financial institution specializing in probate estate administration
- Experience in preparation of probate court documents
- Proficient in administration of probate estates and funded trusts
- Experience in preparation of federal estate tax returns
- Experience in preparation of federal gift tax returns preferred
- Proficiency in MS Word, Excel, and probate court e-filing software
- Notary or willingness to become notary preferred

Salary Information:

- Salary will be based on experience and qualifications.

Experience Information:

- Minimum of 5 years' experience as a paralegal with a law firm or financial institution, specializing in probate estate administration.

Job Title:

- Trust & Estates Paralegal - Work with Clients and Attorneys in Law Firm

H1 and H2 Headings:

H1: Trust & Estates Paralegal - Work with Clients and Attorneys in Law Firm
H2: Primary Duties and Responsibilities

H1: Join Our Team as a Trust & Estates Paralegal in a Reputable Law Firm
H2: Desired Skills and Experience

H1: Trust & Estates Paralegal - Experienced in Probate Estate Administration
H2: Duties and Responsibilities

Bold Headlines:

- Trust & Estates Paralegal - Work with Clients and Attorneys in Law Firm
- Primary Duties and Responsibilities
- Duties
- Desired Skills and Experience
- Salary Information
- Experience Information
- Job Title

Not specified

Not specified

Not specified

Trust & Estates administration, Probate court documents, Legal drafting, Tax return preparation, Client communication, File organization, Time recording

College degree, Paralegal certificate or equivalent

Interested candidates should submit a resume via email to .

Qualification and Experience College degree, Paralegal certificate or equivalent

Legal