Trust and Estate Paralegal

Position Title: Trust and Estate Paralegal

As a Trust and Estate Paralegal within the Private Client Services team, this role is pivotal in supporting attorneys with the administration of estates. The individual will prepare essential probate documents and manage the valuation of decedent’s assets. This position requires attention to detail and the ability to thrive in a fast-paced environment. The role also involves maintaining financial records and preparing various tax returns. Successful candidates will find opportunities for professional development and team collaboration within a supportive culture.

Trust And Estate Paralegal Responsibilities

• Prepare probate documents and related papers
• Identify, gather, and arrange valuation of decedent’s assets
• Perform tasks required to administer estates from probate through final settlement
• Maintain financial records for fiduciary accounting and tax preparation
• Prepare inheritance and estate tax returns, fiduciary accountings, tax projections, and liquidity estimates
• Prepare Distribution Schedules, Family Settlement Agreements, and related documentation for settlement of estates and trusts
  
  

Trust And Estate Paralegal Requirements

• At least 3 years of experience in Trusts and Estates (not litigation)
• Experience with forms 706, 709, and 10-40
• Experience with gift tax, inheritance, and estate tax returns is key
• Proficiency with Outlook, Word, and Excel
• Experience with accounting and tax preparation software such as OneSource/Zane, GEMs, or ProSystem fx is preferred
• Bachelor’s degree and/or paralegal certificate is preferred
  
  

Benefits

• 401K with employer contributions
• Medical Dental
• Vacation Unlimited sick time and holidays
  
  

If you are a Trust and Estate Paralegal looking to take the next step in your career, apply now!