Trusts & Estates Paralegal

2 weeks ago

Durham, North Carolina, United States Jobot Full time

### Job Summary

We are seeking a highly skilled and experienced Paralegal to join our team at Jobot. As a Paralegal in our Trusts and Estates department, you will play a critical role in assisting our attorneys with estate administration, tax planning, and litigation support.

### Key Responsibilities

* Participate in initial client and attorney meetings to gather information and establish facts
* Develop and maintain estate files, including researching and valuing assets and obtaining necessary appraisals
* Prepare and file legal documents, such as qualification documents, petitions, notices, orders, disclaimers, and accountings
* Assist clients in administering oaths, delivering documents to the court, and managing estate accounts
* Handle estate-related logistics, including closing accounts, moving assets, arranging appraisals, and conducting safe deposit box inventories
* Obtain tax identification numbers for estates and trusts and draft legal documents
* Maintain docket control, ensure timely filing, and respond to client requests and messages promptly
* Manage estate account checkbooks, reconcile monthly statements, and prepare inventories and annual/final accounts for the court
* Travel to courthouses, banks, client homes, and brokerage firms as needed to resolve documentation or verification issues
* Prepare federal and state estate tax returns, draft receipts and refunding agreements, and calculate final distributions and trust terminations

### Requirements

* 4-year degree or paralegal certificate
* Experience with estate administration, tax planning, and litigation support
* Strong accounting skills, excellent written and verbal communication skills, and computer skills
* Ability to work as a team player and self-motivated with a deadline-driven approach

### What We Offer

* Competitive benefit package
* PTO
* Life Insurance
* Short/Long Term Disability
* Dental and Vision
* 401K company contribution
* Bonus incentives based on firm growth

### Location

We are located in Durham, close to Chapel Hill, and this is an on-site role.

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