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Trusts and Estates Paralegal The candidate will work in the area of trust and estate administration. Responsibilities include all facets of trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; preparing federal estate tax returns and gift tax returns; reviewing bank statements; notarizing documents; and organizing and maintaining client files. Should have 3+ years solid trust and estate paralegal experience, along with a bachelor’s degree and a paralegal certificate or equivalent. Must have experience with sophisticated Estate Planning and high net worth clients. Experience with Estate Tax returns (706) highly desired. Excellent math and computer skills, including at least intermediate command of Word and Excel required. Must have knowledge of Probate process and rules, use of judicial council forms. Should have knowledge of iManage, Adobe Acrobat and MacPac.
Job Order #4980. Send resume along with salary expectations.
Company infoPhillip Prodehl