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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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Estate Tax Filings: Assist in preparing and filing estate tax returns (Form 706) and related tax filings. Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
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Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. 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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Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
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Developing and implementing workout (recovery) strategies that are intended to either minimize the risks or maximize returns on larger commercial transactions for the purpose of restructuring, stabilizing, or exiting of all managed accounts.
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Responsibilities for Treasury Manager (Global Law Firm)Review and release wire and ACH payments to ensure timely and accurate execution of global paymentsAnalyze current state of treasury process and propose improvements to policies, procedures and cash-management philosophy.
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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. Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates.
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The Remittance Representative, PB is responsible for daily remit processing, reconciliation of bank deposit, and analysis of payment activity between the bank lockbox, daily deposits, EFT/ACH and payment application system.
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You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. 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. We will consider a JD/paralegal candidate as well. College degree and/or paralegal certificate preferred.
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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. Accounting and Recordkeeping: Maintain accurate records of trust and estate transactions, including financial transactions, asset valuations, and distributions.
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Estate Tax Filings: Assist in preparing and filing estate tax returns (Form ) and related tax filings. Estate Tax Filings: Assist in preparing and filing estate tax returns (Form ) and related tax filings.
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