Trust And Estates Paralegal

Estate and Trust Administrative Paralegal

A leading law firm specializing in estate planning trust administration and probate law. Our team of experienced attorneys and paralegals is dedicated to providing highquality legal services to our clients helping them navigate the complexities of estate and trust matters.

Responsibilities:

Identifying gathering and valuing assets;

Preparing various probate and estate administration documents;

Preparing accountings for both estates and trusts;

Preparing death tax returns including federal and state estate tax returns;

Preparing federal and state fiduciary income tax returns;

Reviewing and interpreting wills and trust agreements in collaboration with attorneys so as to implement the plan during the estate and trust administration process and to fund trusts;

Managing a docket system and tracking deadlines; and

Although attorneys generally research issues of law the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:

Undergraduate degree and paralegal certification (or equivalent);

Familiarity with procedures of Probate Courts/Surrogates Courts taxing authorities and regulatory agencies preferred;

Experience working with Microsoft Office resources (Outlook Word Excel PowerPoint) with PDF software and related scanning and production utilities and document management software;

Experience working with tax preparation and accounting software (e.g. FastTax ProSystems);

Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and

Good understanding of basic business relationships and client confidentiality principles.

If you are a motivated and dedicated individual with a passion for estate and trust law we encourage you to apply for this exciting opportunity.

• Paid Holidays Vacation and Sick Time.
• A pretax transit deduction is available for qualified public transportation or monthly parking expenses.
• Bonus program for referrals.

• Basic life shortterm disability and longterm disability premiums are covered by company
• Considering the firms diverse population we offer medical insurance prescription coverage dental insurance and vision insurance for individuals and families.
• Pretax health care and dependent care spending accounts.
• You can have peace of mind by obtaining supplemental life insurance whole life insurance accident insurance and critical illness insurance.
• commitment to total health and wellness is reflected in its Wellness Programs which include coaching educational programs individual and group activities support resources and more. Compete in challenges and complete program requirements to earn cash incentives.
• Personal Advocacy program.
• Special offers on Peloton equipment as well as discounted memberships.
• Enjoy free premium access to Headspace a global leader in mindfulness and wellbeing.
• Providersponsored mental health platforms with free access for members.
• Benefits for growing families including paid parental leave and a Adoption/Surrogacy Solution Program
• A specialized family care program for children adults and pets. You can access centers inhome caregivers college coaching and more through this program
• Providing support and additional benefits to nursing employee
• 401(k)
  Enjoy the flexibility to make pretax or aftertax contributions or a combination of both to your retirement plan.
  Profit Sharing
  If eligible share in success with an annual profitsharing contribution to your 401(k).
  Additional
  
  • Tuition reimbursement paid memberships and professional development training opportunities offered to eligible employees to support the pursuit of continued education.
  • We offer student loan refinancing programs to help you save thousands of dollars.

Remote Work :

No