Trusts & Estates Paralegal

  • Prepare and file Surrogate’s court documents (such as probate petitions)
  • Draft estate tax returns (Form 706)
  • Use FPS Accounting and Tax software (OneSource/FastTax), Estate Valuations & Pricing Systems, Inc. (EVP), and HotDocs
  • Open & maintain estate accounts
  • Locate, valuate, and collect assets
  • Assist fiduciary accountant to prepare fiduciary income tax returns (Form 1041)
  • Prepare accountings and Inventory of Assets
  • Act as liaison between attorneys, clients, accountants, brokers, financial planners, and appraisers
  • Calculate fiduciary commissions and beneficiary distributions
  • At least 3+ years of experience
  • BA/BS required



Job Type: Full-time

Salary: Open, dependent on experience

Date Active: 5.19.2016

Exempt/Not Exempt: Not Exempt

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