Trusts and Estates Paralegal
2 weeks ago
Aspen Careers, LLC is collaborating with a prestigious legal firm to find a skilled Paralegal to join their Trusts and Estates Practice group.
What We Offer -
- Flexible hybrid work model
- Employer-provided parking
- Comprehensive medical, dental, and vision coverage
- Adaptable working hours
- Retirement savings plan (401K)
- Competitive salary and benefits
Key Responsibilities -
- Overseeing the financial, accounting, and tax elements of estate and trust management.
- Drafting probate documentation, title transfer papers, and estate and gift tax filings.
- Performing financial assessments, reviewing investment reports, and aiding in personal financial and tax strategies.
Qualifications -
- Excellent verbal and written communication abilities.
- Strong numerical skills and financial insight.
- Familiarity with Microsoft Office and software for estate/trust accounting and tax preparation.
- Capacity to uphold client confidentiality and work effectively in a team environment.
- Proficient in client engagement and managing multiple tasks.
- Knowledge of probate procedures and experience collaborating with other service providers (such as accountants, brokers, and bankers).
For further details about this opportunity and to explore additional roles, please visit our website.
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