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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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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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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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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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Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Prior experience working as a paralegal in estate planning or probate administration preferred.
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You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Job Title: Estate Planning ParalegalJob Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process.
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Seeking estate planning paralegal to join our New Jersey Office. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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business administration jobs Title: entry level Company: Vector Marketing in Totowa, NJ
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