Devana Group
Estate and Trust Administrative Paralegal
A leading law firm specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters.
Responsibilities
Identifying, gathering, and valuing assets;
Preparing various probate and estate administration documents;
Preparing accountings for both estates and trusts;
Preparing death tax returns, including federal and state estate tax returns;
Preparing federal and state fiduciary income tax returns;
Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
Managing a docket system and tracking deadlines;
Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
Education and Experience
Undergraduate degree and paralegal certification (or equivalent);
Familiarity with procedures of Probate Courts/Surrogates Courts, taxing authorities and regulatory agencies preferred;
Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills;
Good understanding of basic business relationships and client confidentiality principles.
If you are a motivated and dedicated individual with a passion for estate and trust law, we encourage you to apply for this exciting opportunity.
#J-18808-Ljbffr
A leading law firm specializing in estate planning, trust administration, and probate law. Our team of experienced attorneys and paralegals is dedicated to providing high-quality legal services to our clients, helping them navigate the complexities of estate and trust matters.
Responsibilities
Identifying, gathering, and valuing assets;
Preparing various probate and estate administration documents;
Preparing accountings for both estates and trusts;
Preparing death tax returns, including federal and state estate tax returns;
Preparing federal and state fiduciary income tax returns;
Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
Managing a docket system and tracking deadlines;
Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
Education and Experience
Undergraduate degree and paralegal certification (or equivalent);
Familiarity with procedures of Probate Courts/Surrogates Courts, taxing authorities and regulatory agencies preferred;
Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills;
Good understanding of basic business relationships and client confidentiality principles.
If you are a motivated and dedicated individual with a passion for estate and trust law, we encourage you to apply for this exciting opportunity.
#J-18808-Ljbffr