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Estates Admininstration Paralegal
2 months ago
WHAT YOU WILL DO:
- Revocable and irrevocable trust funding and administration
- ILIT administration, including promissory notes and Crummey notices
- Preparation of federal gift and estate tax returns
- Preparation of fiduciary income tax returns
- Probate administration
- Document and database management and internet searches
- Independently organize and manage files or delegate similar tasks to Records Clerk and supervise same.
WHAT WE NEED FROM YOU:
- 5 or more years Trusts & Estates experience preferred
- Two-year degree required. Bachelor’s degree or Paralegal certificate preferred; significant, substantive related experience may be considered in lieu of formal education
- Corporate and Real Estate experience a plus
- Proficiency with Microsoft Office applications
- Familiarity with tax software applications
- Experience with document database programs and/or software including Case Management
- Significant client case management experience
- Exceptional attention to detail
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Winston-Salem, United States Addison Group Full timeJob DescriptionJob DescriptionRole: Estate Administration/Probate ParalegalPay: $55k-$65k Location: Winston-Salem, NC (Onsite)Type: Direct HireOverview:We are currently seeking a qualified candidate to join our team as an Estate Planning Paralegal. This position is within our esteemed firm's Estate Planning team, specializing in Affordable Housing and...
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Estate Paralegal
2 months ago
Winston-Salem, United States Addison Group Full timeJob DescriptionJob DescriptionRole: Estate Administration/Probate ParalegalPay: $55k-$65k Location: Winston-Salem, NC (Onsite)Type: Direct HireOverview:We are currently seeking a qualified candidate to join our team as an Estate Planning Paralegal. This position is within our esteemed firm's Estate Planning team, specializing in Affordable Housing and...