Estate Planning Paralegal
4 days ago
We are looking for a Paralegal who will draft estate planning documents, assist in the implementation of a client's estate plan, and prepare gift tax returns. The Paralegal works closely with other Private Client Services team members and Business Operations professionals at the firm. This position is highly visible and requires regular contact with various legal professionals, government agencies, consultants and clients.
Job Duties
- Facilitate all aspects of estate planning including:
- Collecting and securely storing sensitive client-related data in the document management system.
- Drafting wills, revocable trusts, irrevocable trusts, estate plan flow charts and explanatory memoranda.
- Facilitating the preparation of deed transfers, beneficiary designations, transfer of insurance policies, and tracking and preparing Crummey withdrawal notices.
- Acting as point-person for client communication in lieu of attorney and ensuring timely production of deliverables.
- Prepares gift tax returns, extension requests, and oversees circulation of the same for signature and filing.
- Utilize and keep on top of legal project management software.
- Oversee the quality control of template documents, assignments, and the execution of prepared documents.
- Read and interpret wills and trust instruments.
- Update and organize electronic and physical files for easy access.
- Handle special projects or additional responsibilities as assigned.
Knowledge/Skills and Abilities:
- Bachelor's Degree or relevant experience.
- 3+ years experience in estate planning
- Experience with tax preparation
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