Senior Paralegal Specialist - Private Wealth

Responsibilities Meet with clients, trustees, and family members and communicate with beneficiaries Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings Prepare allocation of assets to beneficiaries and/or respective sub-trust Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles Ability to handle administration of decedent's assets, problem solve on how to address and administer decedent's assets re: title issues and other roadblocks Correspondence with financial institutions to collect estate assets; work with appraisers for appraisal for real or personal property; obtain financial information on closely held corporations, partnerships, and sole proprietorships from accountants Preparing and filing petitions and ongoing accountings and reports related to guardianship proceedings Draft ancillary estate planning documents Provide training and feedback to the other paralegals in the New York Private Wealth Group Create and maintain effective working relationships with others to facilitate a positive work environment #J-18808-Ljbffr The Oneil Search Group