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Trust And Estates Paralegal
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$70,000 - $75,000 a year
Full-time
- GENERAL PURPOSE: Provide support and assistance to the attorneys during all phases of probate, trust administration, estate and gift tax planning, and other estate planning matters.
- Draft fiduciary income tax returns for trusts; inform trusts beneficiaries of the tax liability of their distributions via IRS Schedules K-1
- Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds
- Prepare accountings for guardianship and/or conservatorship
- Obtain the will and draft necessary documents to file will with probate court
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