Trust and Estate Paralegal Specialist

6 days ago


Virginia Beach, Virginia, United States Williams Mullen Clark Dobbins PC Full time
Job Description

We are seeking a highly skilled Trust and Estate Paralegal to join our team at Williams Mullen Clark Dobbins PC. This is a full-time position located in Richmond, Norfolk or Virginia Beach.

Responsibilities:

  • Drafting tax returns for fiduciary income, gift tax, and estate tax, as well as inventories, accounts, and supporting documentation for property transfers and distributions.
  • Coordinating periodic income and principal distributions from trusts and the transfer of assets into trusts.
  • Maintaining accurate financial records for trusts.
  • Preparing schedules of allocations to trusts under will.
  • Distributing trust assets at termination.

Estate Responsibilities:

  • Preparation of necessary paperwork for admitting testamentary documents to record with the court and qualification of personal representative.
  • Determining location and titling of decedent's assets based on records and assisting the Executor or administrator with collection and valuation of assets.
  • Maintaining records for estate investments.
  • Drafting or assisting with drafting affidavits, statements, schedules, settlements, orders, tax returns, accountings, and documents to effect transfer and distribution of assets to beneficiaries.

About Us:

Williams Mullen Clark Dobbins PC is an equal opportunity employer committed to a culturally diverse workforce. We value talented individuals who share our commitment to excellence and diversity.

Requirements:

  • Bachelor's Degree and/or related paralegal certificate preferred.
  • 3+ years of experience in trusts & estates and working in a law firm environment.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to manage and prioritize multiple tasks with multiple files on an ongoing basis.

Salary: The estimated salary range for this position is $65,000 - $80,000 per year, depending on experience. We offer a comprehensive benefits package, including medical, dental, vision, and 401(k) matching.



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