VP
Trust & Estates Administration Paralegal
Vantage Point Consulting
🇺🇸 United States
On-site
Manager or above
8 months ago
- OneSource
- Microsoft Word
- Microsoft Office Applications
8 months ago
We are seeking an experienced and highly motivated Trust and Estate Administration Paralegal to join our growing practice. The ideal candidate will have extensive experience managing all phases of estate and trust administration and will work closely with attorneys, clients, financial planners, and accountants to ensure efficient and accurate administration.
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Key Responsibilities:
- Handle all phases of estate and trust administration from inception through final distribution
- Manage probate matters; knowledge of New Jersey, New York, and Florida probate procedures is a plus
- Prepare federal and state estate tax returns and fiduciary accountings
- Coordinate and communicate extensively with clients, financial planners, accountants, and other professionals
- Oversee distribution of estate assets and trust funding
- Prepare and record deeds and related real estate documentation
- Maintain accurate records and ensure compliance with applicable laws and deadlines
Qualifications and Skills:
- Minimum of 5+ years of experience in trust and estate administration
- Superior written and verbal communication skills
- Strong mathematical and analytical abilities
- High level of organization with the ability to prioritize and manage multiple matters simultaneously
- Proven ability to work collaboratively in a team-oriented environment
Technical Proficiencies (Preferred):
- Estate tax software such as ONESOURCE/Fast Tax
- HotDocs
- Microsoft Word and other Microsoft Office applications
Education:
- College degree and/or paralegal certificate preferred
- JD/paralegal candidates will be considered
Trust & Estates Administration Paralegal · Vantage Point Consulting