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Carrot Peelers, Sales, Personality and Your Job Search
Recruiter
Legal Staff
Trusts and Estates
Min 5 yrs required
Trust and Estates Paralegal The candidate will be responsible for all aspects of estate planning and estate and trust and administration. Prepare, service and file court papers for probate proceedings, appointments or resignations of fiduciaries, disclaimers, and inventories, and claims against estates. Prepare Federal and New York estate tax returns. Prepare beneficiary designation forms and asset transfer forms. Perform all aspects of insurance trust administration from transfer of policies to trusts, preparation of “crummy†notices, and management of trust bank accounts for payment of premiums. Prepare receipts and releases.
Qualification and Experience
The candidate should preferably have Bachelor's Degree and/or Paralegal Certificate. Must have 5+ years of Trust & Estates experience within a law firm. Experience in legal research and locating individuals required. Knowledge of Medicaid, and how to prepare a Medicaid application, preferred. Ability to draft wills, trusts, powers of attorney, and health care documents is a plus. Advanced Microsoft Word and proficiency with Outlook, Excel and PowerPoint required. Excellent verbal and written communication skills.
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