Paralegal
1 week ago
Responsibilities:
- Prepare New Jersey and New York probate petitions and other related forms
- Prepare correspondence, meet with clients to notarize, witness, and sign documents, and ensure all deadlines are met
- Prepare federal and state estate and inheritance tax returns
- Prepare estate and trust accountings
- Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries
- Continuously review and update case progress, determine case closure, and keep matters moving seamlessly
- Assist in business formation and corporate maintenance programs
Complete assignments independently in a timely manner to meet deadlines - Communicate with clients and manage the workflow in a timely manner while handling responsibility for the matter
Qualifications:
- 3+ years of relevant Estate Administration experience supporting a legal practice
- T&E experience
- Expert ability to manage case files from inception to completion, demonstrating a comprehensive understanding of the entire Estate Administration process
- Working knowledge of Kofax (Adobe)
- Microsoft Office proficient (Excel, Word, etc.)
- Solid analytical, critical-thinking, and research skills
Desired Skills:
- Working knowledge of CCH tax return software
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