Requirements:
3+ years of paralegal experience in trusts and estates administration
Excellent organizational and communication skills
Strong technological skills and proficiency in Microsoft Office Suite
Ability to handle multiple tasks and adapt to changing priorities
Familiarity with tax preparation and accounting software
Ability to work independently and in a team environment with attorneys and staff
Knowledge of court procedures and regulatory agencies
Ability to maintain confidentiality and handle sensitive information with discretion
Willingness to attend training to improve skills
Salary Information:
The salary for this position is competitive and commensurate with experience.
Job Title:
Trusts and Estates Administrative Paralegal
Experience Information:
3+ years of paralegal experience in trusts and estates administration
Location:
New York, NY; Boston, MA
Responsibilities:
Identify, gather, and value assets
Prepare various probate and accounting documents
Prepare accountings for both estates and trusts
Prepare death tax returns, including federal and state estate tax returns
Review and interpret wills and trust agreements
Research issues of law using reference materials and basic research skills
Education and Experience:
Undergraduate degree and paralegal certification (or equivalent)
Familiarity with court procedures and regulatory agencies
Experience with Microsoft Office Suite, PDF software, document management software, and tax preparation and accounting software
Ability to learn and use advanced software programs and new technology
Understanding of basic business relationships and client confidentiality principles
Requirements:
Excellent organizational and communication skills
Strong technological skills and proficiency in Microsoft Office Suite
Ability to handle multiple tasks and adapt to changing priorities
Familiarity with tax preparation and accounting software
Ability to work independently and in a team environment with attorneys and staff
Knowledge of court procedures and regulatory agencies
Ability to maintain confidentiality and handle sensitive information with discretion
Willingness to attend training to improve skills
Law Firm in New York and Boston Seeking Experienced Trusts and Estates Administrative Paralegal
H1: Trusts and Estates Administrative Paralegal – Apply Now
H2: Join a Leading Law Firm as a Trusts and Estates Administrative Paralegal in New York or Boston
Trusts and estates administration is a complex and detailed area of law that requires exceptional service and attention to detail. As a trusts and estates administrative paralegal at our prestigious law firm, you will play a crucial role in managing and producing a high volume of work in a timely manner. If you have experience in trusts and estates administration and are looking for a new challenge, we encourage you to apply for this position.
Key Responsibilities:
- Identify, gather, and value assets for estate administration and trust administration
- Prepare various probate and accounting documents
- Create accountings for both estates and trusts
- File death tax returns, including federal and state estate tax returns
- Review and interpret wills and trust agreements
- Conduct basic legal research using reference materials and resources
Education and Experience:
- Undergraduate degree and paralegal certification (or equivalent)
- Familiarity with court procedures and regulatory agencies
- Proficiency in Microsoft Office Suite, PDF software, document management software, and tax preparation and accounting software
- Ability to learn and use advanced software programs and new technology
- Understanding of basic business relationships and client confidentiality principles
Requirements:
- 3+ years of paralegal experience in trusts and estates administration
- Excellent organizational and communication skills
- Strong technological skills and proficiency in Microsoft Office Suite
- Ability to handle multiple tasks and adapt to changing priorities
- Familiarity with tax preparation and accounting software
- Ability to work independently and in a team environment with attorneys and staff
- Knowledge of court procedures and regulatory agencies
- Ability to maintain confidentiality and handle sensitive information with discretion
- Willingness to attend training to improve skills
Salary Information:
The salary for this position is competitive and commensurate with experience.
Job Title:
Trusts and Estates Administrative Paralegal
Experience Information:
3+ years of paralegal experience in trusts and estates administration
Location:
New York, NY; Boston, MA
Responsibilities:
- Identify, gather, and value assets
- Prepare various probate and accounting documents
- Prepare accountings for both estates and trusts
- Prepare death tax returns, including federal and state estate tax returns
- Review and interpret wills and trust agreements
- Research issues of law using reference materials and basic research skills
Education and Experience:
- Undergraduate degree and paralegal certification (or equivalent)
- Familiarity with court procedures and regulatory agencies
- Experience with Microsoft Office Suite, PDF software, document management software, and tax preparation and accounting software
- Ability to learn and use advanced software programs and new technology
- Understanding of basic business relationships and client confidentiality principles
Requirements:
- Excellent organizational and communication skills
- Strong technological skills and proficiency in Microsoft Office Suite
- Ability to handle multiple tasks and adapt to changing priorities
- Familiarity with tax preparation and accounting software
- Ability to work independently and in a team environment with attorneys and staff
- Knowledge of court procedures and regulatory agencies
- Ability to maintain confidentiality and handle sensitive information with discretion
- Willingness to attend training to improve skills
Join a Leading Law Firm as a Trusts and Estates Administrative Paralegal in New York or Boston
H2: Essential Responsibilities and Requirements for a Trusts and Estates Administrative Paralegal
As a trusts and estates administrative paralegal at our prestigious law firm, you will play a crucial role in managing and producing a high volume of work in a timely manner. Your responsibilities will include identifying, gathering, and valuing assets for estate administration and trust administration, preparing various probate and accounting documents, and filing death tax returns. To be successful in this role, you must have excellent organizational and communication
