Trusts and Estates Paralegal (Law Firm Experience)

Overview

Trusts and Estates Paralegal (Law Firm Experience). This role provides comprehensive legal support to Tax, Trusts, and Estates attorneys, ensuring accuracy and attention to detail in financial and legal documentation. The position involves working closely with clients, beneficiaries, and third parties to finalize matters effectively.

What You'll Do

Financial Management and Accounting :

• Manage checkbooks for estate and trust accounts where attorneys serve as fiduciaries.
• Prepare and process checks for estate expenses, beneficiary distributions, and other disbursements.
• Reconcile bank statements and maintain accurate transaction records.
• Develop and maintain an internal accounting system for estates and trusts.
• Streamline internal processes to enhance efficiency in preparing estate and trust accountings.

Client Communication and Coordination :

Trust Administration Support :

Practical Analysis and Projections :

General Support :

What You'll Bring

Qualifications :

Skills and Competencies :

Job Details

Note : This description retains the core responsibilities and qualifications from the original posting and removes unrelated job-feed content and boilerplate that is not specific to the role.

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