Senior Trusts & Estates Paralegal

• Prepare probate documents.
• File the documents (probate/administration) in court.
• Ascertain and collect decedent’s assets.
• Establish estate’s account.
• Obtain EIN’s.
• All other aspects of estate administration including paying bills and helping executors comply with their duties.
• Gather information to submit to the accountant for preparation of fiduciary income tax returns.
• Obtain date of death valuations (reports and appraisals).
• Assist trustees with the administration of trusts and calculating annual trustees’ commissions.
• Prepare Federal and NYS Estate Tax Returns.
• Draft documents such as Receipts and Releases and Agreements Settling Account.
• All other necessary duties as requested by attorneys.

 Qualifications

• Bachelor’s Degree with at least 3+ years of solid Trusts & Estates experience.
• Knowledge of Microsoft Excel a plus.
• Excellent verbal and written communications skills, including ability to proofread documents for spelling and grammatical errors.
• Must be proficient in completing Form 706 (Estate Tax Form).
• Knowledge of Quicken and Fiduciary Accounting a plus.
• Familiarity with Thomson Reuters ONESOURCE Trust & Estate software.
• Familiarity with NYSBA Surrogate’s Court Program.
• Ability to coordinate resources, plan workload, prioritize and multi-task effectively.
• Excellent interpersonal and communication skills for interaction with clients and all levels of Firm management.