Senior Paralegal Specialist - Private Wealth

Responsibilities

• Meet with clients, trustees, and family members and communicate with beneficiaries
• Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings
• Prepare documents in connection with probate of wills and / or commencing administration proceedings, including drafting pleadings
• Prepare allocation of assets to beneficiaries and / or respective sub-trust
• Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles
• Ability to handle administration of decedent's assets, problem solve on how to address and administer decedent's assets re : title issues and other roadblocks
• Correspondence with financial institutions to collect estate assets; work with appraisers for appraisal for real or personal property; obtain financial information on closely held corporations, partnerships, and sole proprietorships from accountants
• Preparing and filing petitions and ongoing accountings and reports related to guardianship proceedings
• Draft ancillary estate planning documents
• Provide training and feedback to the other paralegals in the New York Private Wealth Group
• Create and maintain effective working relationships with others to facilitate a positive work environment

J-18808-Ljbffr