Paralegal Trusts & Estates

New York, NY, Roseland, NJ or Washington, DC

Preferred

A minimum of 5 years of Paralegal trust and estates experience; including, Administer estates and trusts; Prepare federal and state estate tax returns; Prepare fiduciary accountings and income tax returns; Generally assist lawyers in estate planning and administration; Management of all aspects of trust accounts.

Responsibilities

This role assists attorneys with assignments involving complex paralegal duties requiring initiative, skill and specialized legal knowledge. Such complex work requires the exercise of independent judgment and discretion.

Essential Job Requirements

• Administer estates and trusts;
• Prepare federal and state estate tax returns;
• Prepare fiduciary accountings and income tax returns;
• Generally assist lawyers in estate planning and administration;
• Management of all aspects of trust accounts.

Preparation of:

• Probate papers;
• Federal and state estate and inheritance tax returns;
• Federal gift tax returns;
• Fiduciary accountings;
• Federal and state fiduciary income tax returns.
• Extensive client contact;
• Calendar and monitor key dates and deadlines. 

Skills, Knowledge, and Abilities

• Administer estates and trusts;
• Prepare federal and state estate tax returns;
• Prepare fiduciary accountings and income tax returns;
• Generally assist lawyers in estate planning and administration;
• Management of all aspects of trust accounts;
• Preparation of:
• Probate papers;
• Federal and state estate and inheritance tax returns;
• Federal gift tax returns;
• Fiduciary accountings;
• Federal and state fiduciary income tax returns.
• Extensive client contact;
• Calendar and monitor key dates and deadlines.