Paralegal

Estate and Trust Administrative Paralegal

A leading law firm specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters.

Responsibilities:

· Identifying, gathering, and valuing assets;

· Preparing various probate and estate administration documents;

· Preparing accountings for both estates and trusts;

· Preparing death tax returns, including federal and state estate tax returns;

· Preparing federal and state fiduciary income tax returns;

· Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;

· Managing a docket system and tracking deadlines; and

· 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.

Education and Experience:

· Undergraduate degree and paralegal certification (or equivalent);

· Familiarity with procedures of Probate Courts/Surrogates Courts, taxing authorities and regulatory agencies preferred;

· Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and 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 have a desire to seek and attend training to improve skills; and

· Good understanding of basic business relationships and client confidentiality principles.

If you are a motivated and dedicated individual with a passion for estate and trust law, we encourage you to apply for this exciting opportunity.