Paralegal - Trusts & Estate Administration
2 weeks ago
McCollom D’Emilio Smith Uebler LLC is seeking a Paralegal with 3+ years of experience in Trust & Estate Administration to join its team.
The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, as well as a general understanding of DE probate and tax laws.
Job duties include:
- Prepare probate petitions, Inventories and Administration Accounts
- Create valuation reports for securities using valuation software.
- Assist with sale and transfer of assets, including real estate.
- Prepare various Probate filings and prepare attorney for court proceedings.
- Schedule and manage court filings in a timely manner.
- Maintain and balance Estate & Trust checkbooks.
- Prepare Receipts and Releases in connection with distributions from an estate or trust.
- Prepare Federal and Delaware estate tax returns.
Desired Qualifications:
- Minimum of 5+ years of experience as a Paralegal in Estate Planning and Administration
- Experience interacting with clients, courts, and multiple companies.
- Expert writer with exceptional organizational skills, time management, and ability to meet deadlines.
- Strong research and fact checking skills.
- Advanced MS office skills
- Bachelor's degree, preferred.
- Knowledge of Estate Management Software
Please submit your resume to Andrew Logan at alogan@mdsulaw.com.
Company DescriptionMDSU is a nationally recognized Delaware-based law firm focusing on trusts, estates, and tax; business transactions; and litigation. We represent corporate and individual clients in a range of transactional and litigation matters with a commitment to strategic thinking, responsiveness, and efficiency.Company DescriptionMDSU is a nationally recognized Delaware-based law firm focusing on trusts, estates, and tax; business transactions; and litigation. We represent corporate and individual clients in a range of transactional and litigation matters with a commitment to strategic thinking, responsiveness, and efficiency.-
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