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Estate Planning and Administration Professional

2 months ago

Princeton, New Jersey, United States PeopleShare Full time
Job Summary

We are seeking a highly motivated and detail-oriented Trust and Estate Paralegal to join our team at PeopleShare. As a key member of our firm, you will play a critical role in supporting our attorneys in estate planning, probate administration, and trust administration.

Key Responsibilities
  • Estate Planning Support: Assist with estate planning processes, including asset valuation, beneficiary designations, and tax planning strategies.
  • Probate Administration: Facilitate the probate process by preparing and filing court documents, communicating with beneficiaries and heirs, maintaining accurate records, preparing estate accountings, and coordinating asset distribution.
  • Trust Administration: Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.
  • Legal Research: Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy.
  • Client Liaison: Serve as liaison between our firm, clients, advisors, and beneficiaries, ensuring seamless communication and coordination.
  • Financial Reporting: Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.
  • Record Management: Develop and maintain records regarding billable hours spent on specific matters, as well as maintain and organize matter files, documents, and correspondence.
  • Team Collaboration: Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.
Requirements
  • Bachelor's degree or equivalent relevant work experience; Paralegal certificate a plus.
  • 5-8 years of experience in trusts & estates with a law firm, accounting firm, or bank trust departments.
  • Previous experience in PA and NJ trust & estates administration.
  • Previous experience in probate process and preparing state and federal fiduciary income and death tax returns.
  • Proficiency with Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
  • Proficiency with document management systems, preferably iManage.