Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. This is a direct hire / permanent opportunity and is in the office Monday through Friday.
Essential Functions
- Attendance and note-taking at initial client meetings and / or phone conferences upon request by attorney.
- Prepare initial drafts of wills, trusts and durable powers of attorney for attorney review.
- Assist in updates to beneficiary designations to coordinate with new estate planning documents.
- Maintain list of gift tax returns required on an ongoing basis and prepare U.S. Gift Tax Return (Form 709).
- Monitor deadlines in connection with numerous estates.
- Prepare documents needed to commence the probate / administration process.
- Coordinate logistics and assist attorneys during client meetings and document executions.
- Arrange for appraisals of real estate and tangible personal property.
- Assemble and evaluate debts of decedent, expenses of administration as possible deductions.
- Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns.
- Coordinate response to requests for additional information from tax authorities.
- Prepare draft of waivers of accounting, approval of administration for beneficiaries.
- Prepare formal, scheduled accounting for submission to Court, Attorney General.
- Assist in the funding of marital and non-marital trusts and the transfer of assets to beneficiaries.
Qualifications
- Excellent verbal and written communication skills.
- Exceptional organizational skills, works according to priorities and ahead of deadlines.
- Detail oriented with strong work ethic and ability to multi-task.
- Strong work ethic and self-motivated; takes pride and ownership in work product.
Education and Experience
- College degree required.
- Paralegal Certificate equivalent combination of skills and experience preferred.
- 1 or more years of experience working as a Paralegal preferred.
Paralegal/Legal Assistant - Tax & Estate Planning (54808)
Assist in updates to beneficiary designations to coordinate with new estate planning documents. Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns. Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. Maintain list o...
Paralegal/Legal Assistant - Tax & Estate Planning (54808)
Assist in updates to beneficiary designations to coordinate with new estate planning documents. Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns. Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. Maintain list o...
Paralegal/Legal Assistant - Tax & Estate Planning (54808)
Assist in updates to beneficiary designations to coordinate with new estate planning documents. Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns. Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. Maintain list o...
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Assist in updates to beneficiary designations to coordinate with new estate planning documents. Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns. Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. Maintain list o...
Legal Assistant - Tax & Estate Planning (52960)
Assist in updates to beneficiary designations to coordinate with new estate planning documents. Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns. Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. Maintain list o...
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Assist in updates to beneficiary designations to coordinate with new estate planning documents. Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns. Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. Maintain list o...
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Assist in updates to beneficiary designations to coordinate with new estate planning documents. Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns. Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal. Maintain list o...
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