Trusts & Estates Paralegal in Richmond Beach, VA| LawFirmStaff

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Title : Trusts & Estates Paralegal

Location : Virginia - Richmond
Refer to Job # MDXC825109


Trusts & Estates Paralegal The candidate's duties include: Drafting tax returns, inventories, accounts, and related supporting information and related documentation for property transfers and distributions. Coordinating periodic income and principal distributions from trusts and the transfer of assets into trusts. Maintaining financial records or trusts. Preparing schedule of allocations to trusts under will. Distributing trust assets at termination of the trust; Preparation of all paperwork necessary for admitting testamentary documents to record with the court and qualification of personal representative. Determine location and titling of decedent's assets based on records and assist Executor or administrator with collection and valuation of assets. Maintain records for estate investments. Drafting or assistance with drafting affidavits, statements, schedules, settlements, orders, tax returns, accountings and documents to effect transfer and distribution of assets to beneficiaries. Real estate background and experience handling general corporate and tax filings a plus. Should have Bachelor's Degree and/or related paralegal certificate required. Must have 5+ years of experience in trusts & estates and working in law firm environment.
 
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