Paralegal, Trusts & Estates
Core
Assist senior paralegals and independently administer complex estates and trusts, including fiduciary accounting and probate administration.
Role type
Trust and Estates Paralegal
Builds
Fiduciary accountings, probate documents, and estate settlement records
Domain
Legal (Trusts & Estates)
Deliverable
client delivery
Required skills
fiduciary accounting, probate administration, asset valuation, tax preparation software proficiency, Microsoft Office (Outlook, Word, Excel)
Preferred skills
bachelor's degree or paralegal certificate, experience with OneSource/Zane, GEMs, or ProSystem fx
Responsibilities
Maintain financial records for fiduciary accounting and tax preparation; Prepare fiduciary accountings; Prepare probate documents and related papers; Identify, gather and arrange valuation of decedent's assets; Administer estates from probate through final settlement; Have frequent interaction with clients and their advisors