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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Paralegal - Probate and Estate Planning The candidate must have 5+ years of experience in post-death estate and trust administration to assist its Wealth Planning group. Will be responsible for preparing and filing documents required to administer decedent and conservatorship estates from opening and closing of the estate including preparation of annual and final settlements, coordinating asset transfers, administering trust including final distribution of assets, preparing estate tax returns and other tax forms, meeting and coordinating with clients, financial advisers and tax professionals, among other duties. Should preferably have strong written and verbal communication skills Paralegal Certificate or Degree in Paralegal Studies required; Bachelor's Degree strongly preferred.
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