Estate and Succession Planning Paralegal

Full-time

No

Estate and Succession Planning Paralegal - Join Our Team at a Leading Law Firm in Troy!

Overview:

- Provide support and assistance to attorneys during all phases of estate planning and administration matters
- Use HotDocs software to generate estate planning and gift tax planning documents for clients
- Draft fiduciary income tax returns and gift tax returns for trusts
- Prepare accountings for trusts and estates
- Coordinate transfer of assets into trusts and make income payments to beneficiaries
- Draft petitions and orders for trusts and estates
- Communicate with grantors and beneficiaries of trusts
- Draft pleadings for trust registration and termination, as well as trustee appointments and substitutions
- Draft documents for guardianship and conservatorship proceedings, including accountings
- Manage important deadlines and court appearances for estate administration
- Obtain and file necessary documents with probate court and act as liaison with court personnel
- Evaluate assets and verify bank balances for estate administration purposes
- Coordinate with out-of-state attorneys for ancillary proceedings
- Publish notice to creditors in local newspaper and review creditor claims
- File life insurance and other death benefit claims
- Prepare individual, estate, fiduciary income, and gift tax returns
- Collect documentation for tax return audits

Qualifications:

- Bachelor's Degree and Paralegal Certification from an ABA approved program
- Experience using HotDocs and Microsoft Excel
- Familiarity with tax software programs
- Excellent organizational, project management, and communication skills
- Ability to work independently with minimal supervision

Join our team at a leading law firm in Troy and utilize your skills as an Estate and Succession Planning Paralegal! Apply now by submitting your resume to .

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Organizational, Project Management, Legal Research, Communication, Sound Judgment, Independent Work, Microsoft Excel, HotDocs, Tax Software

Bachelor's Degree, Paralegal Certification from ABA approved program

Submit resume to

Qualification and Experience Bachelor's Degree, Paralegal Certification from ABA approved program

Legal