Trusts & Estates Paralegal
Our client is currently seeking a Trusts & Estates Paralegal to join a fast-paced team.

This is an excellent opportunity for legal professionals seeking to expand their careers who are interested in gaining fast-paced professional experience with a national law firm.

Qualifications

• Must have a Bachelor’s degree; paralegal certificate preferred
• 2+ years’ experience as a trusts and estates paralegal involving estate planning as well as administration of trusts and estates
• Experience handling varied aspects of trusts and estates practice including;
• Administration of estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns
• Trust administration experience
• Preparation of gift tax returns
• Experience dealing with ownership of entities, such as formation and assignment documents
• Strong organizational skills and attention to detail
• Clear and effective communication skills both orally and written
• Strong computer skills with proficient in MS Office Suite and document management systems
• Must be able to work independently and be proactive
• Must be able to multitask and successfully manage a variety of demands daily

Responsibilities

• Administration of estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns
• Preparation of Crummey notices and handling contribution to trusts
• Preparation of gift tax returns
• Drafting documents such as deeds, agreements settling account of fiduciaries, trusteeship changes, disclaimers, decant of trusts
• Drafting formation and assignment documents related to ownership of entities

Why Should You Apply?

• Excellent Benefits including a 401k match
• Generous PTO plan
• Excellent growth and advancement opportunities
• Corporate Discount Plans