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Trust & Estates Paralegal: Minimum 5 years experience

Trust & Estates Paralegal

Primary Duties and Responsibilities:

The candidate will work closely with clients, attorneys and others in the Trust & Estates practice group. 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.

Duties will include:

  • 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
  • Marshalling 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

Desired Skills and Experience:

  • College degree and paralegal certificate or equivalent
  • Minimum of 5 years' 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 with salary requirements to the attention of Human Resources at


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