Trust and Estate Paralegal Specialist
6 days ago
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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