Paralegal - Estate Administration

Roles and Responsibilities

• Assisting attorneys with estate administration including:
• Gathering information for and assisting in preparation of tax, gift and estate tax returns and information reporting
• Obtaining appraisals and other asset valuations, retitling assets, opening bank accounts, obtaining taxpayer identification numbers
• Drafting distribution documents (including deeds, assignments, receipts and releases), maintaining records, and coordinating annual tax returns
• Preparing asset inventories and other probate filings
• Aiding in the valuation, retitling, and distribution of assets
• Preparing formal and informal fiduciary accountings
• Providing concierge services to beneficiaries, coordinating information collection, distributions, and tax reporting, as well as being a key point of contact for families and intermediaries
• Performing other job-related duties as assigned (training on advanced trust administration including fiduciary accounting is available)

Skills and Experience

• Minimum three years' experience as a paralegal or accountant
• Proficient in MS Word, Excel, PowerPoint, and Outlook
• Bachelor’s Degree required

Person Specification

• Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
• Strong organizational and practice management skills.
• Able to work effectively under pressure while maintaining attention to detail.