Job Details

Legal Assistant Part Time

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Posted on

Jul 30,2018

Years of Experience

Min 2 yrs required

Location

Bloomington, IL
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Profile

Legal Assistant - Part Time Candidate will work for estate planning and tax practice. Will include: Answering phones, scheduling appointments, greeting clients, handling daily operational tasks, preparing estate planning documents, securing legal descriptions, recording documents with various county recorder offices, e-filing probate documents with the Court, communicating with clients, preparing correspondence, drafting probate pleadings, and organizing and analyzing documentation. Assist in the preparation of complex estate planning documents, including wills, trusts, deeds and ancillary documents. Coordinate the transfer of assets into and out of trusts and estates, including bank accounts, stock transfers and real estate deeds. Assist in the preparation of farm and commercial real estate sale and purchase documents. Assist in the preparation of LLC, Partnership, Corporate and Not-For-Profit documents. Assist in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns. Assist in the preparation of individual and partnership tax returns. Maintain inventories, books and records for estates and trusts. Assist with asset valuations (as of date of death and alternate valuation date). Verify bank balances, order appraisals and prepare inventory for trust and estate administration. Coordinate and manage post-death administration of trusts and estates. Assist in preparing and filing probate forms and managing cases. Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents. Prepare annual trust accounting. Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trust. Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, closely held stock and LLC interests, small business entities, promissory notes, mortgages, automobiles and recreational vehicles.

Qualification and Experience

Qualifications: Must have 2+ years of experience handling general law office matters or estate planning, tax, trust and estate administration matters. Will be detail-oriented, dependable, good at multi-tasking, analytical, able to handle a wide variety of tasks, good at problem-solving and comfortable dealing with a wide range of clients, including executives, elderly and high net worth individuals. Legal experience preferred. Experience in Microsoft Word, Excel, and Outlook is essential. Familiarity with estate, gift and GST issues is a plus.

Additional info

Send resume and cover letter.

Company info

Hiring Coordinator
Dunn Law Firm, LLP
1001 North Main Street
Suite A
Bloomington, IL 61701

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