• Draft and edit legal documents, especially estate planning documents, for attorney review
• Answer trust funding questions from clients. Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds.
• Maintain financial records for the use of preparing tax returns and fiduciary accountings
• Distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers. Establish estate checking accounts.
• Classify clients’ assets, coordinate the transfers of real property and non-qualified accounts into legal entities, and assist with the modification of designated beneficiaries for qualified accounts, life insurance, and annuities
• Speak directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines 

 We have great benefits, most of which are effective on your first day:

• Heavily subsidized health insurance premiums
• Firm paid HSA contributions ranging from $600 and $1,200 annually
• Firm pays 100% of employee only premium for dental insurance and provides inexpensive options for dependents.
• Firm pays 100% of employee only premium for vision insurance and provides inexpensive options for dependents
• Tax advantaged account options like Flexible Spending Accounts and Dependent Care Accounts
• Life Insurance, paid by the Firm
• Long-Term Disability Insurance, paid by the Firm
• Employee Assistance Program (EAP)
• 11 paid holidays (in 2024)
• Generous PTO for full-time employees
• Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution after 1 year of service