Trusts & Estates Paralegal

Responsibilities Responsibilities include: Assist with handling all aspects of trust and estate administration, including: Maintaining checkbook and banking record; paying bills, and computing and disbursing beneficiary distributions; computing and payment of executor and trustee commissions Marshaling assets and arranging for valuation Interact with clients and court personnel, interface with clients and client advisors; generally provide support to active trust and estates practice Compile information required for court filings, returns, accountings, etc. Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process Preparation and filing of all documents required to probate wills; preparation of receipt and release agreements, DISCLAIMERS, affidavits, accounting petitions Estate correspondence, memoranda, and agreements with the ability to revise, format, and finalize these documents Establish and maintain paper and electronic files according to current firm policies utilizing the firm's record protocol procedures and document management system Preparation of Crummey Notices Maintain Will vault and Will database Obtain EINs and maintain EIN database Manage departmental trackers Other duties as assigned #J-18808-Ljbffr