Trusts & Estates Paralegal
SourcePro Search
What You’ll Do: Handle all phases of estate and trust administration, including probate Prepare federal and state estate tax returns and fiduciary accountings Communicate regularly with clients, financial advisors, and accountants Draft legal correspondence, deeds, and trust funding documents Coordinate asset valuations and distributions Maintain client files, tax return documentation, and internal tracking systems What You’ll Bring: 5+ years of T&E paralegal experience in a law firm Experience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft Word Strong attention to detail and communication skills Ability to manage multiple matters independently College degree or paralegal certificate required (JD/paralegal candidates considered) #J-18808-Ljbffr SourcePro Search
Vacancy posted 1 day ago
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