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Years of Experience
Trust and Estates / Fiducuiary Legal Assistant The candidate will attend meetings with clients. Will research estate plans. Prepare probate petitions and various other probate documents. Prepare trust and estate accountings and Receipt and Release Agreements. Assist with post-mortem tax planning. Prepare Federal and New York Estate Tax Returns. Participate in tax audits with the IRS. Prepare fiduciary tax returns. Deal with brokerage houses and banks. Value estate stocks and bond portfolios. Deal with appraisers and auction galleries. Estate Administration. Maintain all estate records including checkbooks, journals and ledgers. Transfer and register securities. Assist with guardianship reports. Marshal assets, arrange for and attend inventory of safe deposit box. Prepare and file claims for insurance proceeds and death benefits. Make distributions to beneficiaries. Assist with real estate property sales in connection with estate administration. Bachelor's degree required. Should have 4+ years of experience.
Job ID: 5439. Send a resume.
Company infoGreg Breck