Paralegal

Estate and Trust Administrative Paralegal A leading law firm specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters. Responsibilities Identifying, gathering, and valuing assets Preparing various probate and estate administration documents Preparing accountings for both estates and trusts Preparing death tax returns, including federal and state estate tax returns Preparing federal and state fiduciary income 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 Managing a docket system and tracking deadlines Using reference materials and performing basic research using a variety of resources Education and Experience Undergraduate degree and paralegal certification (or equivalent) Familiarity with procedures of Probate Courts/Surrogates Courts, taxing authorities and regulatory agencies preferred Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), PDF software and related scanning and production utilities, and document management software Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems) Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills Good understanding of basic business relationships and client confidentiality principles If you are a motivated and dedicated individual with a passion for estate and trust law, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr