Probate and Trust Services Coordinator
16 hours ago
We are seeking a Probate and Trust Services Coordinator to join our team at McLaughlin & Stern.
The successful candidate will have 5+ years of experience in probate and trust administration and tax preparation.
Estimated Salary: $85,000 - $115,000 per year
Responsibilities:- Facilitate all aspects of trust and estate administration
- Prepare and file pleadings required to probate wills
- Identify and categorize assets, arrange for valuation and appraisals
- Read and interpret wills, trust agreements, deeds, and other legal documents
- Prepare estate tax returns
- Assist the estate accountant in preparing gift and income tax returns
- Prepare receipt and release agreements, disclaimers, affidavits, consents, and waivers
- Calculate and disburse beneficiary distributions
- Compute and pay fiduciary commissions
- Prepare formal and informal estate and trust accountings
- Create and maintain an internal docket of estate proceedings
- Assist with miscellaneous probate proceedings, including preparation of petitions and service on interested parties
- Update and organize electronic and physical files for easy access
- Handle special projects or additional responsibilities as assigned
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Ability to work under pressure and handle urgent matters
- Strong organizational skills and attention to detail
- Ability to communicate effectively with attorneys, staff, and clients
- Proficiency with Microsoft Office, with emphasis on Word and Excel
- Full-time benefits include health, dental, vision, life insurance, 401K, vacation, sick days, and holidays
- Discretionary profit sharing and bonuses
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