Legal Staff Paralegal in Scottsdale, AZ

Law Firm

Scottsdale, AZ

Legal Staff Paralegal in Scottsdale, AZ

Legal Staff

No

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Probate/Estate Administration Paralegal The candidate will report to multiple attorneys. Communicate with clients, banks, brokerage firms, and appraisers to obtain information concerning decedent's assets. Primary face-to-face responsibility for interacting with trustees, personal representatives, and estate/trust beneficiaries and implementing plans of distributions after death. Prepare gift and estate tax returns and file them with appropriate taxing authorities. Administer probate-related matters, including the preparation of pleadings for formal probates, informal probates, guardianships, and conservatorship. Work with attorneys to prepare accountings and plans of division and handle the funding of trusts Administer trust-related matters, including the preparation of reformations, settlement agreements, etc., both judicial and non-judicial. Must be able to have professional communication with clients, court personnel, attorneys, financial professionals, and taxing authorities.

The candidate should have a four-year bachelor's degree or certificate from an accredited paralegal training program preferred. Should have 2 years of probate, estate and trust administration, tax, and financial planning paralegal experience or, any equivalent combination of education and/or experience. Proficiency with Microsoft Office and advanced knowledge of Word, Excel, and Outlook is a must. Technical writing, drafting, and organizational skills are a plus. Time Matters, TimeSlips, and tax systems software (such as Lacerte) knowledge is a plus. Excellent organization, strong attention to detail, and deadlines are a must. Must be a self-starter and possess a teachable attitude. Should have the ability to prioritize and multitask.