Estate paralegal
Job Title: Trust & Estate Paralegal
Job Description We are seeking an experienced Trust & Estate Paralegal with a strong background in trust and estate administration. The ideal paralegal will have excellent organizational skills and experience working on trust and estate matters for high-net-worth clients. Responsibilities- Assist attorneys with trust and estate administration, including asset inventory and distributions.
- Prepare and file IRS Forms 706 (Estate Tax Return) and 709 (Gift Tax Return) - preferred not required.
- Draft and review trust and estate planning documents, including wills, trusts, and powers of attorney.
- Manage probate filings, including petitions, inventories, and accountings.
- Communicate with executors, trustees, beneficiaries, and court officials regarding probate and trust and estate matters.
- Conduct research related to trust and estate law, tax implications, and compliance requirements.
- Experience as a paralegal in trust and estate law.
- Excellent legal research, drafting, and organizational skills.
- Proficiency in legal software and document management systems.
- Ability to handle multiple tasks with great attention to detail.
- Competitive salary based on experience.
- Full benefits package
- Paid time off, holidays, and flexible work arrangements.
- Professional development and continuing education opportunities.
- Supportive and collaborative team environment.
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