Estate & Trust Administration Paralegal

1 month ago

East Brunswick, United States Levine, Furman & Rubin, LLC Full time

Trust and Estate Administration Paralegal

At Levine, Furman & Rubin, we're in the business of helping people preserve their family assets while giving them peace of mind and the opportunity to communicate their wishes clearly so their families can honor their legacy.

We're looking for an Estate Administration Paralegal who can make an impact, who is committed to excellence and making a difference for our clients’ families.


Description:

The Estate Administration Paralegal is the professional in the firm with whom the family and any other party will have the most personal contact upon the death of a client. This position is responsible for helping clients administer their trust estate, collecting any fees due, and offering additional services of the firm.


Skills:

It is vital that this person be warm, friendly, professional, courteous, poised, confident and sympathetic, as well as energetic, intelligent, detail and team-oriented. Excellent word processing, spelling and grammar skills required. Strong organizational and time-management skills. Ability to work independently in a fast-paced environment under the pressure of multiple deadlines. Dedication to accuracy and on-time performance.


Duties:

· Send initial correspondence to clients’ surviving family members.

· Perform or arrange for asset valuation when appropriate.

· Prepare appropriate documents as information is received from clients, including asset lists, Prepare any necessary Probate documents, Federal and State Tax forms and other returns.

· Prepare Affidavits of Death and other appropriate Deeds.

· Set client-specific deadlines and follow up diligently for collection of information

· Prepare weekly status reports.


Requirements:

College graduation or an equivalent combination of experience and training. Multiple years of relevant experience preferred. Must have MS Office experience and be comfortable with computers.

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