Estates Planning Paralegal
Estates Planning Paralegal
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$ 80000 - 140000
1 Vacancy
Job Description
Responsibilities:
- Assist in the administration of estates and trusts including preparing court filings maintaining records.
- Calendar due dates for court and tax filings for estates.
- Coordinate the retitling of assets in decedents estates including real estate securities and other assets.
- Communicate with financial institutions regarding account ownership opening new accounts and closing accounts
- Obtain Employer Identification Numbers from IRS
- Draft correspondence and maintain regular communication with Executors Trustees beneficiaries and other relevant parties.
- Communicate accountants and tax professionals to ensure accurate and timely tax filings.
- Draft basic estate planning documents including advanced directives (POA/HCP/LW) and trust fund letters. Familiarity with ILS a plus.
- Finalize estate planning documents for signing appointments.
- Coordinate the funding of revocable and irrevocable trusts including deed preparation and funding relating to co-op apartments.
- Serve as a point of contact for clients responding to inquiries and providing updates on the progress of cases.
- Track and record a combined total of 7.5 hours (billable and non-billable) daily for client matters ensuring timely entry of hours into the billing system in accordance with firm guidelines.
- Meet or exceed individual billable hour goals (1200 billable hours annually) ensuring accurate time tracking and timely submission of billable work to support the firms revenue objectives.
- Other duties as assigned.
Requirements:
- Knowledge of estate administration in New York (familiarity with estate administration in New Jersey is a bonus).
- Experience drafting advanced directives (POA/HCP/LW)
- Exceptional organizational skills with the ability to manage multiple tasks and meet deadlines.
- Excellent verbal and written communication skills with a strong attention to detail.
- Ability to analyze and synthesize information from various sources and present findings clearly.
- Adhere to paralegal code of ethics maintaining client confidentiality and professional integrity.
- High level of professionalism integrity and discretion in handling confidential information.
- Ability to work collaboratively within a team and independently.
- Maintain up-to-date knowledge of relevant laws and legal procedures.
The candidate will be required to work onsite five days per week during a 60-day trial period with the ability to transition to a hybrid remote schedule upon successful completion of the trial period.
Salary Range: $80000 $140000
To apply: Interested candidates should send resumes to Stephanie Phillips at
Employment Type
Full-Time
