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/Trust Administration Paralegal Job Responsibilities: - Guide clients compassionately through the probate and trust administration process. - Prepare 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,...
administration cases at the law firm. Your responsibilities include: -... Serving as a critical liaison by assisting with all methods of in-person, phone, and electronic contact with prospective clients, current clients, and other professionals. - Accurately preparing and processing estate planning and...
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. -...
A law firm in Yorklyn, PA,... also possess skills in elder law and legal... counsel... on estate planning, including wills, trusts, and estate clients on tax planning strategies to minimize estate and gift and review estate planning...