Job Summary:

Support attorneys in probate, trust administration, estate and gift tax planning, and other estate planning matters.

Key Responsibilities:

Estate Planning:

• Generate estate planning documents (Wills, Trusts, Durable Powers of Attorney) using HotDocs.
• Create gift tax planning documents, including irrevocable trusts.

Trust Administration:

• Draft fiduciary income tax returns and inform beneficiaries of tax liabilities.
• Prepare gift tax returns and manage tax deadlines.
• Evaluate assets and prepare inventories.
• Create accountings for estates and trusts.
• Draft final settlements and orders for distribution.
• Coordinate asset transfers into trusts and manage income payments.
• Maintain financial records and communicate with grantors and beneficiaries.

Guardianship/Conservatorship:

• Draft petitions and reports for proceedings.
• Prepare accountings and evaluate assets of wards/conservatees.

Estate Administration:

• Maintain a calendar for estate administration deadlines.
• Draft and file documents with the probate court.
• Identify interested parties and verify assets.
• Coordinate with out-of-state attorneys for ancillary proceedings.
• Arrange creditor notices and review claims.
• Manage estate bank accounts and investments.
• Draft individual, estate, fiduciary income, and gift tax returns.

Skills and Abilities:

• Strong organizational and project management skills.
• Proficient in online legal research and legal resources.
• Excellent oral and written communication.
• Sound judgment and ability to work independently.
• Proficiency in Microsoft Excel, HotDocs, and tax software.

Education:

• Bachelor's Degree.
• Paralegal Certification from an ABA-approved program.