Paralegal Tust and Estate

2 weeks ago

West Hempstead, United States RecruitHook Full time

Overview: We are seeking a detail-oriented and experienced Trust and Estate Paralegal to join our legal team. As a Trust and Estate Paralegal, you will play a key role in providing comprehensive support to attorneys in the administration of trusts, estates, and probate matters. Your expertise in trust and estate administration procedures, estate planning documents, and legal research will be essential in ensuring the efficient and accurate handling of our clients' affairs.

Responsibilities:

  1. Estate Planning Document Preparation: Assist attorneys in drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and advance directives. Review documents for accuracy, completeness, and compliance with legal requirements.
  2. Trust and Estate Administration: Manage the administration of trusts and estates under the supervision of attorneys. Coordinate with executors, trustees, beneficiaries, and other parties involved in the administration process. Prepare and file legal documents, including petitions, inventories, and accountings.
  3. Probate Proceedings: Assist with probate proceedings and estate administration matters, including the preparation and filing of probate petitions, notices to creditors, and distribution of assets. Communicate with probate court personnel, clients, and interested parties regarding case status and updates.
  4. Estate Tax Returns: Prepare and file estate tax returns (Form 706) and other tax-related documents required for the administration of estates. Coordinate with accountants and tax advisors to gather necessary financial information and ensure compliance with tax laws and regulations.
  5. Asset Valuation and Inventory: Assist in the valuation and inventory of assets belonging to estates and trusts, including real estate, securities, business interests, and personal property. Maintain accurate records of asset values, transfers, and distributions.
  6. Beneficiary Communication: Communicate with beneficiaries and heirs regarding their interests in trusts and estates. Provide updates on case progress, respond to inquiries, and facilitate distributions in accordance with estate plans and legal requirements.
  7. Legal Research and Analysis: Conduct legal research and analysis on trust and estate law, probate procedures, and tax regulations. Prepare memoranda, summaries, and reports summarizing legal issues and findings for attorney review and decision-making.
  8. Client Management and Communication: Interact with clients to gather information, provide updates, and address inquiries related to trust and estate matters. Maintain confidentiality and professionalism in all client communications and interactions.

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