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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Strong knowledge of probate procedures, trust administration principles, and estate tax laws. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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Trust Administration: Support attorneys in the administration of trusts, including funding trusts, managing trust assets, preparing accountings, and distributing trust income and principal to beneficiaries.
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Provide updates on the status of estate or trust administration proceedings. Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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Your attention to detail and understanding of legal procedures will be essential in ensuring the efficient and accurate administration of trusts and estates. Responsibilities: Estate Administration: Assist attorneys in managing the administration of decedents' estates, including probate proceedings, asset inventory, creditor claims, and distribution of assets to beneficiaries.
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Document Preparation: Draft legal documents and correspondence related to trust and estate administration, including deeds, contracts, releases, and waivers. Prior experience working as a paralegal in trust and estate administration preferred.
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Seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join our New Jersey, New York or Florida Offices. Collaboration and Coordination: Collaborate with attorneys, paralegals, financial advisors, accountants, and other professionals involved in trust and estate administration.
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Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates.
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You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. We will consider a JD/paralegal candidate as well. College degree and/or paralegal certificate preferred.
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Estate Tax Filings: Assist in preparing and filing estate tax returns (Form 706) and related tax filings. Paralegal certificate from an accredited program is a plus. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and resolving legal matters.
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This position is responsible for firm-wide human resource functions, including resource planning, recruitment, performance evaluations, disciplinary procedures, benefits and employee relations.
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Accounting and Recordkeeping: Maintain accurate records of trust and estate transactions, including financial transactions, asset valuations, and distributions. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
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At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed.
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ResponsibilitiesResponsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Type Direct Hire Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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Title: administration in Hackensack, Luke-air-force-base, Arizona
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