Paralegal-Trust and Estates

3 weeks ago


New York, United States Trandon Associates, Inc Full time
Job DescriptionJob Description

National Law Firm seeking a Paralegal for their Trusts and Estates department.

QUALIFICATIONS:

  • 5+ years experience with Trust and Estates
  • Experience working with high networth individuals
  • Must be extremely detail oriented and familiarity with procedures of courts and regulatory agencies
  • Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with 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 desire to seek and attend training to improve skills

 

RESPONSIBILITIES:

  • Managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration and fiduciary accounting
  • Work independently, handling the administration of an estate from beginning to end collaborating with attorneys as needed.
  • Must be able to interact with, and show compassion to, individuals who may have suffered the loss of a loved one or are under a great deal of stress.
  • Excellent organizational, client service, communication and technological skills
  • Identifying, gathering, and valuing assets; preparing various probate and accounting documents; • Preparing accountings for both estates and trusts
  • Preparing death tax returns, including the federal estate tax return and state estate 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;
  • 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.


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