Trust & Estates Paralegal
Overview:
Maslon seeks a Trust & Estates Paralegal to join our team and provide a broad range of legal support to our trust and estate attorneys. We pride ourselves in fostering a collaborative and supportive work environment.
Key Responsibilities:
Responsibilities include all facets of trust and probate administration, including meeting with clients, trustees, and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets, and probate pleadings; preparing federal estate tax returns and gift tax returns; preparing fiduciary income tax returns for estates and trusts; preparation and review of annual trust accountings; reviewing bank and brokerage statements; notarizing documents; and organizing and maintaining client files.
- Research, draft, and file probate court documents
- Compile information, computations, and draft federal and state estate tax returns
- Compile information, computations, and draft federal gift tax returns
- Marshaling the collection and transfer of assets, payment of debts and administration expenses, and the distribution of assets to beneficiaries for probate estates and funded trusts
- File wills in appropriate counties
- Prepare deeds
- Ensure proper docketing and timely filing of all tax returns and court papers
- Prepare and send correspondence, including composing transmittal letters, etc.
- Communicate with banks, other financial institutions, and relevant parties to assist with administration of trust
- Prepare Guardianship/Conservatorship forms and assist with all necessary filings with the Court and CAAP
- Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting, and other office services
- Meet with clients and attorneys concerning the estate and/or trust
- Accurate recording of time for billing purposes
Qualifications:
- College degree and paralegal certificate
- 5-10 years of experience as a paralegal with a law firm or financial institution, specializing in the areas of probate estate administration
- Experience in preparation of probate court documents including opening and closing court papers, inventories, and accounts
- Proficient in administration of probate estates and funded trusts, including the collection and transfer of assets, the payment of debts and administration expenses, and the distribution of assets to beneficiaries
- Experience in preparation of federal estate tax returns
- Experience in preparation of federal gift tax returns preferred
- Proficiency in MS Word, Excel, and probate court e-filing software
- Notary or willingness to become notary preferred
Interested candidates should submit a resume via email to debra.hartfiel@maslon.com
Maslon is an Equal Employment Opportunity and Affirmative Action employer. Our firm continues its dedication to provide a workplace that is free of unlawful discrimination, harassment, and retaliation.
At Maslon, we believe in supporting our employees both personally and professionally. Our comprehensive benefits package includes competitive health, dental, and vision insurance, as well as generous paid time off to ensure a healthy work-life balance. We are committed to helping you secure your financial future. Our 401(k) plan offers a variety of investment options, and the firm makes contributions on your behalf to maximize your savings.
In addition, we offer a 37.5 hour work week and a hybrid work environment.
The firm’s expected hiring range for this position is $35-$43/hour depending on the candidate’s experience, skills, educational and professional background, and overall qualifications.