Trust & Estates Paralegal

Overview

• Provide comprehensive legal support to attorneys specializing in tax, trusts, and estates.
• Ensure accuracy in financial data and legal documents through meticulous review.
• Collaborate with clients, beneficiaries, and third parties to resolve estate and trust issues.
• Manage estate and trust accounts, including checkbooks and reconciliations.
• Prepare and file estate and trust accountings and tax returns.
• Support estate administration, including asset valuation and inventory preparation.
• Contribute to process improvements for efficiency and cost reduction.
• Draft correspondence and legal documents, ensuring compliance with court procedures.

Key Responsibilities & Duties

• Manage financial transactions and records for estate and trust accounts.
• Coordinate with attorneys to ensure timely payment of expenses and distributions.
• Communicate with clients and professionals to gather information and provide updates.
• Prepare detailed inventories and valuations of estate assets and liabilities.
• Assist in filing estate and inheritance tax returns and related documentation.
• Track trust income, distributions, and maintain accurate beneficiary records.
• Develop estate tax projections and expense estimates in consultation with attorneys.
• Contribute to the development of consistent internal processes for legal filings.

Job Requirements

• Associate/Bachelor’s Degree or Paralegal Certificate required.
• Minimum of 3 years of experience as a Tax, Trusts, and Estates Paralegal.
• Proficiency in Microsoft Office, including Word, Outlook, and Excel.
• Strong organizational skills and attention to detail.
• Ability to multitask and prioritize assignments effectively.
• Experience with iManage Document Management System preferred.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.