Trusts Estates Paralegal
Trusts Estates Paralegal
Posted on :
13-04-2025
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1 Vacancy
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Job Description
Our client is a National Law Firm and are seeking a Trusts & Estates Paralegal.
Responsible for a full range of estate administration matters by providing assistance to the Firms attorneys in administering estates funding postdeath irrevocable trusts preparing documents preparing probate and filing estaterelated tax returns and client case management.
ESSENTIAL JOB FUNCTIONS:
- Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
- Maintain financial records of trusts; perform trust accounting; audit accounts.
- Maintain G/L accounts reconcile broker statements prepare payables and bank deposits.
- Obtain and reconcile 1099 and K1statements.
- Irrevocable trust funding and administration (post death).
- Probate administration including drafting of probate pleadings.
- Maintain close personal contact with clients and financial advisors.
- Provide family office services for high net worth clients.
- Meet annual billable hour requirement of 1600 hours.
- Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
- Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.
- Comply with firm policies.
- Sustain attention to detail and quality of work.
CORE REQUIREMENTS:
- Ability to deliver superior service to all internal and external customers and to communicate effectively.
- Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
Employment Type
Full Time
Key Skills
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