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Estate Administration Paralegal

2 months ago

New York, New York, United States Revolution Technologies Full time

Join our team as a Paralegal specializing in Estate Administration.

This role involves managing estate administration tasks for both taxable and non-taxable estates, ensuring a smooth process for our clients.

  • Engage with a diverse clientele through various communication channels including in-person meetings, phone calls, emails, and video conferences.
  • Draft, revise, and assess documents related to probate and estate administration.
  • Assist clients in the retitling of assets effectively.
  • Compile and organize financial documentation necessary for estate tax filings and audits.
  • Prepare, modify, and review estate tax submissions.
  • Generate fiduciary income tax returns and settlement documents for both informal and formal estate and trust resolutions.

The Wills, Trusts & Estates Team is seeking a Paralegal who possesses:

  • A minimum of 5 years of experience in estate administration (mandatory).
  • Expertise in preparing estate and trust accountings (mandatory).
  • A proactive approach with the ability to manage multiple ongoing projects in a dynamic work environment.
  • Outstanding verbal and written communication skills, coupled with strong organizational abilities.
  • Exceptional proofreading and analytical skills to maintain the highest quality of legal documentation.
  • Proficiency in MS Office applications, including Word, Outlook, and Excel, with a capability to utilize technology resources efficiently.
  • A commitment to achieving a minimum of 1400 billable hours annually.
  • Comfort in working within a hybrid schedule, including one day of remote work.