Paralegal - Trusts & Estates
The Role
Work closely with attorneys and clients to assist with all aspects of the estate and trust administration process
Prepare Surrogate’s Court filings related to the probate of wills and appointment of fiduciaries
Assist in transferring assets, including working with financial professionals and clients to complete transfer paperwork
Prepare asset inventories and judicial and non-judicial estate and trust accountings
Prepare estate tax returns and related projections
Monitor estate and trust administration progress and calendar internal and external deadlines
Perform administrative tasks with supporting staff
Skills for Success
- Very strong organizational skills
- Proficiency in Microsoft Word & Excel
- Familiarity with accounting and tax software and concepts
Required
- College Degree, paralegal certificate, and/or equivalent combination of education and experience
- Minimum of 1 year experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field where they gained experience in administering estates and trusts
Benefits
- Medical
- Dental
- 401(k) with company match and profit-sharing options
- Generous time off package
- Corporate discounts to various businesses
- Opportunities to support and be active in the community
Why Whiteman Osterman & Hanna LLP?
A generous benefit offering package including:
- Medical
- Dental
- 401(k) with company match and profit-sharing options
- Generous time off package
- Corporate discounts to various businesses
- Opportunities to support and be active in the community
- And more!
About the Firm
We are dedicated to a work environment that supports, inspires, and respects all individuals, and in which employment decisions are merit-based and made without discrimination on the basis of race, creed, color, gender or sex, national origin, disability, sexual orientation, gender identity, age, religion, pregnancy, protected activity, veteran status, marital status, citizenship, genetic information, predisposition or carrier status, or any other characteristic protected by law.