Trust and Estate Paralegal Specialist
1 week ago
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 team, you will be responsible for providing support 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.
- Meet with Attorneys and Other Professionals: Discuss assigned cases or projects with attorneys and other professionals.
- Serve as Liaison: Serve as a liaison between the firm, clients, advisors, and beneficiaries.
- Prepare Tax Returns: Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.
- Develop and Maintain Records: Develop and maintain records regarding billable hours spent on specific matters.
- Maintain and Organize Matter Files: Maintain and organize matter files, documents, and correspondence.
- Monitor and Track Developments: Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
- Education: Bachelor's degree or equivalent relevant work experience; Paralegal certificate a plus.
- Experience: 5-8 years of experience in trusts & estates with a law firm, accounting firm, or bank trust departments.
- Previous Experience: Previous experience in PA and NJ trust & estates administration.
- Skills: Proficiency with Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook. Proficiency with document management systems, preferably iManage.
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Princeton, New Jersey, United States PeopleShare Full timeJob SummaryWe 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 ResponsibilitiesEstate Planning Support: Assist with estate planning...
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Princeton, New Jersey, United States PeopleShare Full timeJob SummaryWe 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 ResponsibilitiesEstate Planning Support: Assist with estate planning...
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