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Organization TypeLaw Firm
Years of Experience
Trusts and Estates Paralegal Duties include: provides support in a fast paced, dynamic environment. . Prepare forms for incoming and outgoing court papers and to document specific actions required for to complete estate and trust administrations. Prepare accountings required for estate and trust administrations. Prepare correspondence including routine pleadings, letters, memos, estate qualification and various other documents and forms. Manage deed processing, transfer and funding of assets. Preparation of deeds and related documents for the transfer or real property title. Preparation of Estate and Gift Tax Returns. Preparation of estate and trust income tax returns. Maintain positive contact with clients and observe confidentiality of client matters.
Qualification and Experience
Qualifications: A high school diploma or equivalent is required, Paralegal certification or advanced skills or education is a plus. Experience in trusts and estates is a plus. Experience with accounting software and/or tax return preparation software is a plus. Willingness to learn the practice and its systems. Organized with strong attention to detail. Strong customer service / client satisfaction aptitude including the ability to make a positive first impression at all times. Technologically proficient with MS Office Products and electronic document management. Friendly co-worker and team player. Demonstrating good judgment and professionalism, and exhibiting flexibility and versatility to provide support. Demonstrating strong reasoning and resolution skills.
Company infoHiring Coordinator