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Date Last Verified
Years of Experience
ProfileEstate Planning and Probate Paralegal The candidate will assist attorneys with drafting estate planning documents, as well as probate and trust administration. Will include: Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds. Assist the Trustee in making distributions. Perform routine trust accounting. Review Wills for creation and direction of testamentary trusts. Correspond and communicate with trustsâ€™ grantors and beneficiaries. Obtain tax identification number for trust. Draft pleadings appointing or substituting trustees. Prepare schedule of allocations to trusts under will. Prepare and maintain a calendar system, noting important estate administration deadlines and court appearances. Determine whether decedent left a Will and, if it exists, location of Will. Obtain the Will and draft necessary documents to file will with probate court. Review will provisions and report to attorney. Order certified copies of documents, such as the death certificate. Draft documents to commence a probate proceeding; file the same with the probate court. Evaluate assets (as of date of death and alternate valuation date); verify bank balances and prepare inventory. Obtain taxpayer I.D. number for estates from the IRS. Arrange for notice to creditors to be published in a local newspaper. Review creditorsâ€™ claims. Obtain IRS Form 712 from life insurance companies. Obtain and review income tax returns and other financial records. Determine if formal appraisals are necessary and assist the attorney and appraiser. Draft distribution schedule and, as appropriate, coordinate and/or direct the distribution of assets. Maintain estate records. Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, other case earnings, promissory notes, mortgages, automobiles, and recreational vehicles. Draft Form 716 and Washington Estate Tax Return. Draft Form 709, Federal Gift Tax Return. Obtain federal and state tax clearance. Collect documentation for audits of tax returns. Review pertinent documents and conduct research relating to tax filings. Draft all routine documents in a probate proceeding. Draft disclaimers. Draft deeds and real estate excise tax affidavits. Obtain title reports. Obtain County Assessor records as on parcel of real estate. Record deeds with County Recorder.
Qualification and Experience
Candidate must have 5+ years of experience in drafting documents, filing court documents and opening probates. Must be proficient in Excel, Estate and Gift Tax software (e.g. GEMS) and preferably ProLaw document management. Should be comfortable interacting with clients, as well as have strong oral and written communication skills.
Send cover letter and resume.
Carney Badley Spellman, P.S.
701 Fifth Avenue
Seattle, WA 98104
Current Employee - Reviewed on December 18, 2017
Management should schedule more weekly meetings and should not hold back in terms of handing out promotions to those that are deserving of one.Pros : I have found this firm to be very structured and everything is very organized. Everyone takes their work very seriously and the pay along with the benefits are outstanding.