cases under the guidance of a supervising attorney. Key duties include: - Preparation of probate documents such as petitions for probate, accountings, and related court filings and correspondence as instructed by the supervising attorney. - Preparing and filing inheritance tax and fiducia...
Title: Trust & Estate Attorney Job Responsibilities: - Create innovative estate planning solutions tailored to meet individual client needs, taking into account different asset types, family situations, and objectives. - Work collaboratively with clients to develop customized estate plans and planning documents that...
Title: Estates Administration Paralegal Job Responsibilities: - Assist attorneys in all aspects of estate administration, including probate proceedings and trust administration. - Prepare and file probate documents, including petitions, inventories, accountings, and court filings. - Manage the collection, valuation, and distribution of estate assets. -...
Title: Trusts & Estates Paralegal Job Responsibilities: - Assist attorneys in the administration of trusts and estates - Communicate regularly with clients - Prepare tax returns - Prepare basic legal... documents - Utilize bookkeeping skills - Work with Excel and financial statements Education and Experience Information: - 3-5 years...
Title: Estate Planning Paralegal Job Responsibilities: As an Estate Planning Paralegal, you play a vital role in ensuring the smooth progression of estate planning and administration cases at the law firm. Your responsibilities include: - Serving as a critical liaison by assisting with...
and file Pennsylvania Inheritance Tax Returns (REV-1500) and Federal... Fiduciary Income Tax Returns (1041). - Collect and... organize financial documentation related to estate assets, liabilities, and distributions. - Maintain accurate probate records, accountings, and estate bank statements. - Draft estate inventor...