Paralegal, Trusts & Estates
Core
Manage estates and trusts, preparing probate documents, valuing assets, and administering estates from probate through final settlement.
Role type
Paralegal (Trusts & Estates)
Builds
Probate documents, estate tax returns, fiduciary accountings, and settlement agreements
Domain
Legal (Trusts & Estates)
Required skills
Probate document preparation, asset valuation, fiduciary accounting, tax return preparation, estate administration, accounting software proficiency, Microsoft Office proficiency
Preferred skills
Paralegal certificate, experience with OneSource/Zane, GEMs, or ProSystem fx
Responsibilities
Prepare probate documents and related papers; Identify, gather and arrange valuation of decedent's assets; Maintain financial records for fiduciary accounting and tax preparation; Prepare inheritance and estate tax returns, fiduciary accountings, tax projections and liquidity estimates; Prepare Distribution Schedules, Family Settlement Agreements and related documentation for settlement of estates and trusts
Seniority
Individual Contributor