Trust Administration Specialist
6 days ago
We are a boutique tax and estate planning firm dedicated to providing exceptional legal services.
Job OverviewThis role involves working as a team member in our law firm, providing support to attorneys, preparing pleadings, tracking inventory and distribution of assets, and performing other tasks related to probate and trust administration.
Responsibilities:- Provide legal assistance to attorneys in a timely and efficient manner
- Prepare Probate Pleadings and other documents accurately
- Track the inventory and distribution of assets with precision
- Maintain knowledge of IRS Forms and their applications
- Record documents and deeds with courts and file electronically (E-Filing)
- Proofread all documents and correspondence for accuracy and consistency
- Enter time and print reports as requested by management
- Promote excellent communication skills through heavy dictation
- Organize client files, including preparation of documents for signings
- Daily interaction with clients in a professional manner, ensuring clear expectations and timely responses
- Filing wills in appropriate counties, verifying proper docketing, and submitting timely filing of all tax returns and court papers
- Effective communication with governmental agencies, accountants/advisors, financial institutions, and other relevant third parties regarding the administration of trusts, estates, and guardianships
- Demonstrate efficiency, fast learning, and attention to detail
- Show personable, professional, and dependable qualities with good phone skills
- Experience with HotDocs program is beneficial but not required
- Competitive salary range: $75,000 - $95,000 per year
- 401(k) match and generous PTO package
- 100% covered health insurance and more
- Work-life balance with no weekends or late nights
$85,000 per year
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