What are the responsibilities and job description for the Trust & Estates Paralegal position at Innovative Driven?
Innovation Driven is seeking a Trust and Estates Paralegal to join the team at an outstanding law firm in Bellevue, Washington.
This is a fulltime and onsite position at the law firms office in Bellevue, Washington.
The law firm provides a comprehensive compensation and benefits package which includes commuter allowance, paid time off, life, health, accident, and disability insurance; health savings accounts; and a 401(k) plan.
RESPONSIBILITIES:
- Draft correspondence regarding estate administration, including communications with clients, to accountants and taxing authorities, as well as third-party requests for information
- Prepare bequest and trust funding calculation, and plans of distribution
- Draft Deeds, Promissory Notes and LLC Agreements
- Obtain federal estate and trust tax identification numbers
- Draft estate planning documents including Wills, DPOA’s, Trusts, QPRTs and Health Care Directives
- Draft explanatory correspondence to clients detailing the proposed estate planning documents
- Manage all aspects of probate and trust administration from inception through conclusion
- Draft probate pleadings, inventories of assets, and asset transfer documents
- Prepare federal and Washington estate tax returns (ideally experience with GEMs)
- Obtain federal estate and trust tax identification numbers
- Calendar probate and estate tax return deadlines
REQUIREMENTS:
- Minimum 5 years of Trust and Estates experience
Salary : $80,000 - $105,000