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Trust and Estates Paralegal

Trust and Estates Paralegal

Fawkes IDMNew York, NY, US
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A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities :

  • handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
  • Extensive communication with clients, financial planners and accountants
  • Preparation of federal and state estate tax returns and fiduciary accountings
  • Distribution of estate assets and trust funding, etc.

Requirements

  • 5+ years of experience in a similar type role.
  • College degree and / or paralegal certificate required.
  • Superior communication and mathematical skills are a must.
  • Strong working knowledge of estate tax software (ONESOURCE / Fast Tax), HotDocs and Microsoft Word a plus.
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