Probate / Estate Admin Paralegal in Scottsdale, AZ| LawFirmStaff

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Title : Probate / Estate Admin Paralegal

Location : Arizona - Scottsdale
Refer to Job # NKMC748732


Probate / Estate Admin Paralegal The candidate responsibilities will include: Communicate with clients, banks, brokerage firms, and appraisers to obtain information concerning decedents assets. Primary face-to-face responsibility for interacting with trustees, personal representatives and estate/trust beneficiaries and implementing plans of distributions after death. Prepare gift and estate tax returns and file with appropriate taxing authorities. Administer probate-related matters, including the preparation of pleadings for formal probates, informal probates, guardianships, and conservatorships. Work with attorneys to prepare accountings and plans of division and handle the funding of trusts. Administer trust-related matters, including the preparation of reformations, settlement agreements, etc., both judicial and non-judicial. Four-year college degree is an absolute requirement. Paralegal certification preferred. Must type 65 wpm. Must be proficient in Microsoft Office. Technical writing, drafting, and organizational skills are a plus. Experience with Timeslips by Sage, Time Matters, and tax systems software applications such as Lacerte a plus. Should preferably have 2+ years of estate/trust administration experience. Must have a paralegal certification and experience in probate, estate and trust administration, tax, and financial planning.
 
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