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A well-established law firm is seeking a skilled and experienced Trusts & Estates Paralegal to join its team. The ideal candidate will have a strong background in estate planning and administration, a high level of professionalism, and a commitment to delivering exceptional client service. This is a great opportunity for a motivated professional looking for a long-term position with opportunities for growth and meaningful work.
Key Responsibilities:
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Assist attorneys and senior paralegals with estate planning and administration matters
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Prepare and assist with Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns
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Manage trust financial records, including trust accounting, reconciliations, and audits
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Handle preparation of payables, bank deposits, and reconcile financial statements and tax documents (e.g., 1099s, K-1s)
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Administer revocable and irrevocable trusts (both during life and after death)
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Draft probate pleadings and support probate administration
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Maintain communication with clients, financial institutions, and advisors
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Meet annual billable hour requirements (1,500 hours)
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Organize and maintain electronic and physical files
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Perform legal and internet research as needed
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Ensure work product accuracy and adhere to deadlines
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Maintain confidentiality and professionalism in all client and team interactions
Qualifications:
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Minimum 5 years of experience in Trusts & Estates preferred
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Associate degree required; Bachelor’s degree or Paralegal Certificate from ABA-approved program preferred (or equivalent relevant experience)
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Strong written and verbal communication skills
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Excellent organizational skills with attention to detail
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Ability to manage multiple priorities and meet deadlines
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Comfortable working both independently and as part of a team
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Proficiency in Microsoft Office Suite required
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Experience with tax and accounting software (e.g., GEMS, BNA, ProSystems, EVP) strongly preferred
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Experience in corporate or real estate law is a plus
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Familiarity with legal document databases and electronic case management systems
This is an excellent opportunity for a detail-oriented and dedicated paralegal to work on sophisticated estate matters and collaborate with a team of experienced legal professionals.
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