Trusts & Estates Paralegal

Our client is a National Law Firm and are seeking a Trusts & Estates Paralegal.

Responsible for a full range of estate administration matters by providing assistance to the Firm’s attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing probate and filing estate-related tax returns, and client case management.

ESSENTIAL JOB FUNCTIONS:

• Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts; perform trust accounting; audit accounts.
• Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1statements.
• Irrevocable trust funding and administration (post death).
• Probate administration, including drafting of probate pleadings.
• Maintain close personal contact with clients and financial advisors.
• Provide family office services for high net worth clients.
• Meet annual billable hour requirement of 1600 hours.
• Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
• Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.
• Comply with firm policies.
• Sustain attention to detail and quality of work.

  CORE REQUIREMENTS:

• Ability to deliver superior service to all internal and external customers and to communicate effectively.
• Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.