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Legal Staff Paralegal in Salem, OR

Schwabe, Williamson & Wyatt PC May 11,2020 Jan 10,2020 Location Salem OR
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Law Firm

Legal Staff

Trusts and Estates

Min 7 yrs required

Profile

Estate and Trust Administration Paralegal The candidate will collect, evaluate, maintain and monitor estate and trust assets, income, and expenses. Facilitate asset transfers and distributions. Prepare annual and final accountings along with all supporting documents. Compile tax information and prepare estate tax returns and gift tax returns.

Qualification and Experience

The candidate should preferably have Bachelor’s degree and/or Paralegal certificate. 7 years of estate and trust administration legal experience required. Must have experience in drafting estate planning documents. Experience in Washington estate and trust administration is a plus. Excellent organizational abilities, communication skills, attention to detail required. Knowledge of all aspects of estate and trust administration, including preparing and filing all probate and trust administration documents. Excellent communication and writing skills essential. Ability to work effectively under deadlines. Preferred Computer Skills: Microsoft office suite, including Word, Excel, Outlook. Tax preparation software (Knowledge of GEMS is a plus).

Company info