Estate and Trust Administration Paralegal

2 weeks ago


New York, New York, United States Devana Group Full time
Position Overview

The position focuses on overseeing intricate estate and trust management, which includes fiduciary accounting, to provide outstanding support. The paralegal will operate autonomously, managing estate processes from inception to completion while collaborating with legal professionals as necessary. Proficiency in mathematics, organization, and technology is crucial.

Key Responsibilities:

  • Locate, compile, and assess assets; draft probate and accounting documentation.
  • Create financial reports for estates and trusts.
  • Prepare federal and state estate tax submissions.
  • Analyze and interpret wills and trust documents with attorneys to execute strategies and fund trusts.
  • Conduct fundamental legal research utilizing various resources.

Qualifications:

  • Bachelor's degree and paralegal certification (or equivalent experience).
  • Knowledge of court and regulatory processes.
  • Expertise in Microsoft Office, PDF applications, document management systems, and tax preparation/accounting software (e.g., FastTax, ProSystems).
  • Willingness to master advanced software and pursue training for skill development.
  • Comprehension of business relationships and client confidentiality principles.

Work Environment: Hybrid model (3 days in-office, 2 days remote).



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