Paralegal - Trust and Estates
3 weeks ago
Fast growing Law Firm located in the Garden City NY area is seeking a Trust and Estate Paralegal . This is a wonderful opportunity to be a part of a great team
Responsibilities
- Assist with all aspects of the administration of estates.
- Handle the preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts.
- Communicate (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration
- Prepare and transmit all necessary papers to transfer securities.
- Prepare and file claims for insurance proceeds and death benefits.
- Prepare and allow accounts in the probate court; preparation of trust accountings.
- Prepare of federal and state estate tax returns.
- Open and close estate accounts.
Qualifications
- Bachelor’s degree and paralegal certificate
- Minimum 2 years of experience as a Trust & Estates Paralegal required.
- Excellent organizational, communication, analytical and critical thinking skills required.
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