Trust Estates Paralegal

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