Trusts & Estate Paralegal
Trusts & Estate Paralegal
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Salary Not Disclosed
1 Vacancy
Job Description
- Assist attorneys with drafting and preparing estate planning documentation including wills trusts powers of attorney trust resolutions and agreements.
- Coordinate and manage beneficiary correspondence and related matters.
- Provide support in the administration of estates including probate filings asset transfer documentation and account reconciliations.
- Prepare and file gift tax returns and assist with other tax-related matters.
- Collaborate with clients and external parties to facilitate the resolution of estate and trust issues.
- Maintain and organize case files ensuring all documentation is accurate and up-to-date.
- Serve as a notary for necessary legal documents as required.
- 5 years of experience supporting Trust Estates attorneys and/or practice groups.
- Advanced knowledge of estate planning processes probate matters and trust administration.
- Expertise in preparing and managing documents such as wills trusts and powers of attorney.
- Strong proficiency with gift tax preparation and asset transfer documentation.
- Exceptional organizational communication and interpersonal skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
Employment Type
Full-Time
