Paralegal - Trusts & Estate Administration

2 weeks ago


Wilmington, United States McCollom D'Emilio Smith Uebler Full time
Job DescriptionJob Description

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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