Estate Administration Professional
3 days ago
The Village Law Firm is seeking a skilled Trusts and Estates Paralegal to support our team in delivering exceptional legal services to clients. This role involves managing estate administration, communicating with clients, and preparing tax returns and estate planning documents.
About the FirmWe are a boutique estate planning law firm that provides premium legal and wealth planning services to a diverse range of clients. Our mission is to provide a unique, client-focused experience while fostering an inclusive and supportive work environment.
Key Responsibilities- Estate Administration: Manage all aspects of estate administration, including drafting court documents, coordinating asset valuations, and preparing informal estate and trust accountings.
- Client Relations: Act as the main point of contact for clients, ensuring timely and effective communication.
- Tax Returns: Assist in the preparation of Federal and State estate tax returns, gift tax returns, NYS Release of Lien requests, and other administrative filings.
- Estate Planning: Assist with the preparation of Wills, Trusts, and other estate planning documents.
- Funding Trusts: Assist with funding trusts through retitling bank accounts and updating beneficiaries.
- Estate Plan Review: Identify and address gaps in client estate plans, such as missing healthcare proxies or unfunded trusts.
- Bachelor's Degree: Bachelor's degree or equivalent experience.
- Experience: 5+ years as a trusts and estates paralegal or equivalent experience in an accounting role.
- Technical Skills: Proficiency in Microsoft Word, Excel, and PowerPoint.
- Large Estate Experience: Experience with large estates and the preparation of Federal and State estate tax returns.
- Probate and Trust Administration: Extensive experience with probate and trust administration issues, including Surrogate's Court filings, Date of Death valuations, preparing Receipt and Release agreements, and obtaining tax ID numbers for estates and/or trusts.
- Salary: Competitive salary ($75k-$100k) based on qualifications and in-person availability.
- Sick and Vacation Days: Paid sick and vacation days.
- Medical and Dental Insurance: Generous medical and dental insurance.
- Remote Work Option: Option to work remotely on Fridays.
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