Trust & Estate Administration Paralegal

Key Responsibilities

• Handle all phases ofestate and trust administration, including probate proceedings.
• Communicate extensively with clients, financial planners, accountants, and other relevant parties.
• Preparefederal estate tax returns and fiduciary accountings.
• Assist with the distribution of estate assets and trust funding.
• Handledeed preparation and related real estate documentation.
• Assist with various administrative and legal matters related to estate and trust administration.
• Maintain accurate records and documentation while managing multiple matters and deadlines.
• Work collaboratively with attorneys and other members of the Trusts & Estates team.

Required Qualifications

• 3–4 years of experience in trust and estate administration or a closely related area.
• Strong knowledge ofestate and trust administration procedures, including probate.
• Excellentwritten and verbal communication skills.
• Strongmathematical and analytical skills.
• Highly organized with the ability toprioritize and manage multiple matters effectively.
• Ability to work independently while functioning effectively as part of a team.
• College degree and/or paralegal certificate required.
• JD/paralegal candidates will also be considered.

Preferred Qualifications

• Working knowledge ofONESOURCE/Fast Tax or other estate tax software.
• Experience withHotDocs.
• Strong proficiency withMicrosoft Word.
• Experience preparing federal estate tax returns and fiduciary accountings.