Trust Estates Paralegal
Trust Estates Paralegal
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4-5years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex detailed work involving domestic estate administration trust administration and fiduciary accounting in a manner that ensures that the company successfully meets its objective of distinguishing itself through exceptional service.
Responsibilities:
- Identifying gathering and valuing assets; preparing various probate and accounting documents;
- Preparing accounting for both estates and trusts;
- Preparing death tax returns including federal estate tax returns and state estate tax returns;
- Reviewing and interpreting wills and trust agreements in collaboration with attorneys to implement the plan during the estate and trust administration process and to fund trusts;
- Although attorneys generally research issues of law the paralegal must be able to use reference materials and perform basic research using a variety of resources.
Requirements
Education and Experience:
- Undergraduate degree and paralegal certification (or equivalent)
- Familiarity with procedures of courts and regulatory agencies
- Experience working with Microsoft Office resources (Outlook Word Excel PowerPoint) with PDF software and related scanning and production utilities and with document management software
- Experience working with tax preparation and accounting software (e.g. FastTax ProSystems)
- Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
- Good understanding of basic business relationships and client confidentiality principles
Trust & estate
Employment Type
Full Time
