The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting in a manner that ensures that the company successfully meets its objective of distinguishing itself through exceptional service.
- Responsibilities : Identifying, gathering, and valuing assets; preparing various probate and accounting documents;Preparing accounting for both estates and trusts;
- Preparing death tax returns, including federal estate tax returns and state estate tax returns;Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts;
Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
RequirementsEducation and Experience : Undergraduate degree and paralegal certification (or equivalent)Familiarity with procedures of courts and regulatory agenciesExperience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management softwareExperience working with tax preparation and accounting software (e.
g., FastTax, ProSystems)Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skillsGood understanding of basic business relationships and client confidentiality principles
Trust & Estates Paralegal
Vaco is looking for a motivated Trusts & Estates Paralegal to join team at a reputable national law firm. Assist in the drafting of estate planning and trust administration documents;. Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and...
Trust and Estates Paralegal
Assist attorneys with the administration of decedent’s trusts and estates; including: marshalling, organizing, and analyzing asset information; valuation of assets and strategize allocation to sub trusts; preparation of inventories, asset allocation agreements, asset transfer documents; researching ...
Trust & Estates Paralegal
Vaco is looking for a motivated Trusts & Estates Paralegal to join team at a reputable national law firm. Assist in the drafting of estate planning and trust administration documents;. Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and...
Trust & Estates Paralegal
Vaco is looking for a motivated Trusts & Estates Paralegal to join team at a reputable national law firm. Assist in the drafting of estate planning and trust administration documents;. Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and...
trust & estate Paralegal
...
Trust Estates Paralegal
Preparingaccounting for both estates andtrusts;. Preparing death tax returnsincluding federal estate tax returns and state estate taxreturns;. Althoughattorneys generally research issues of law the paralegal must beable to use reference materials and perform basic research using avariety ofresources...
Trust and Estates Paralegal
Well-known Mid-Size Law Firm Located in the Financial District Seeks Trust and Estates Paralegal with 3+ Years Experience to Join Growing Team! Low Billable Hour Requirement, Flexible Work Environment, Great Benefits!. We are currently seeking a dynamic and highly-skilled Trust and Estates Paralegal...
trust & estate Paralegal
Responsibilities:Identifying, gathering, and valuing assets; preparing various probate and accounting documents;Preparing accounting for both estates and trusts;Preparing death tax returns, including federal estate tax returns and state estate tax returns;Reviewing and interpreting wills and trust a...
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