Trusts Estates Paralegal ESF2370

• Offers comprehensive legal services nationwide.
• Specializes in business construction corporate intellectual property labor litigation real estate and trusts.
• Serves aviation cannabis cyber tech energy entertainment healthcare hospitality and life sciences sectors.
• outstanding benefit packages and a peoplefirst work environment
• Stable growing company with tremendous opportunity for career advancement
• Competitive compensation and benefits

What you will be doing:

• Responsible for daytoday tasks related to estate planning and trust administration
• Document preparation and review
• Legal research
• Communication with clients
• Preparation of accountings for both estates and trusts
• Drafting of estate planning documents including wills living trusts irrevocable trusts and asset transfers
• Assistance with probate administration including probate petitions assessor forms statutory notices creation of sub trusts family settlement agreements Rule 5.6 notices and allocation of assets
• Preparation of federal and state individual and fiduciary income tax returns gift tax returns and estate tax returns
• Serves as liaison between firm clients advisors and beneficiaries

Experience you will need:

• 58 years of experience in trusts & estates within a law firm environment
• Paralegal certificate required
• B.A. or B.S. desired
• Proficient in Microsoft Office Suite especially Microsoft Word and Excel
• Experience with WealthCounsel Lackner ProLaw and NetDocs a plus
• Notary Public a plus
• Excellent mathematical skills
• Strong analytical and problemsolving skills
• Legal research and technical writing skills including proficiency with legal research tools
• Strong communication interpersonal and customer service skills
• Ability to work within deadlines and work on multiple tasks simultaneously
• Detailoriented and highly organized