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Trusts & Estates Paralegal
4 weeks ago
- Identifying and collecting assets
- Preparing various trust administration and probate documents
- Preparing, updating, and providing status reports internally as well as to clients
- Supporting the responsible attorney with document preparation, correspondence, meetings, and other aspects of the matter
- Preparing accountings, federal and state estate tax returns, and federal gift tax returns
- Reviewing and summarizing wills and trust agreements in collaboration with attorneys to implement the trust administration and probate process to ultimately distribute assets and fund sub-trusts
- Docketing and tracking court dates, tax filings, and other deadlines
- Using reference materials and performing basic research using a variety of resources.
- 5+ years of experience as a trusts and estates paralegal
- Familiarity with procedures of probate courts, taxing authorities and regulatory agencies
- Experience working with Microsoft Office resources (Outlook, Word, Excel,), PDF software, and document management software
- Experience working with tax preparation software (e.g., CCH ProSystem fx)
- Ability to learn and use advanced software programs and new technology
- Desire to attend continuing education courses to improve skills
- Good understanding of basic business relationships and client confidentiality principles.
- Excellent mathematical, organizational, and technological skills
- Superior oral and written communication skills
- Excellent proofreading skills
- Ability to produce accurate work product with a high attention to detail
- Self-starter who is comfortable simultaneously managing multiple tasks
- Excellent time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment
- Excellence
- Transparency
- Integrity
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