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Date Last Verified
Years of Experience
ProfilePrivate Wealth Services (Trusts and Estates) Paralegal Duties: Prepares accountings and legal documents for multiple attorneys in the Tax & Employee Benefits - Private Wealth Services group and oversees trust and estate administration including probate court processes and procedures along with preparation of various tax returns related to estate administration/probate process. Performs substantive accounting related legal work under the supervision of the attorneys and has frequent interaction with clients, court personnel and others. Performs legal support work pertaining to the administration of trusts and estates. Prepares accountings related to trust and estate administration and estate and other tax returns. Resolves routine legal questions relating to estate and tax issues. Assists in preparing legal documents, agreements and deeds. Meets with clients, court personnel and others, as needed.
Qualification and Experience
Qualifications: Bachelor's degree and 5+ years of relevant estates/trusts experience preferred. Prior experience in a law firm, trust department, or accounting firm preferred. Familiarity with trust and estates accountings. Ability to deal professionally and communicate clearly and concisely with both internal and external constituencies on all levels.
2001 K Street N.W.
Washington, DC 20006-1040
Current Employee - Reviewed on December 16, 2017
Perhaps look into seeing if the workload can be changed up a bit to keep employees from getting bored and giving up."Pros : The pay here is generous for the work that is required of people here and the experience of the people.