Trust and Estates Paralegal Specialist
1 week ago
Fawkes IDM Seeks Trust and Estates Paralegal
A reputable law firm, Fawkes IDM, is currently looking to hire a full-time Trust and Estates Paralegal to join their dedicated team.
Key Responsibilities:
- Manage all aspects of estate and trust administration, including probate procedures (knowledge of state and federal probate laws is a bonus)
- Regularly communicate with clients, financial planners, and accountants
- Prepare federal and state estate tax returns as well as fiduciary accountings
- Facilitate estate asset distribution and trust funding
Requirements:
- Minimum of 5 years' experience in a similar role
- Completion of a college degree and/or paralegal certification
- Exceptional communication and mathematical abilities are necessary
- Familiarity with estate tax software such as ONESOURCE/Fast Tax, HotDocs, and Microsoft Word is advantageous
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