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Title : Personal, Family & Business Planning - Paralegal
Location : New York - UniondaleRefer to Job # PBSC803145
Personal, Family & Business Planning - Paralegal The candidate will be responsible for assisting attorneys, other paralegals and firm members with all aspects of Trust/ Estate Planning and Administration. Must have at least 5+ years of Trust/ Estate Planning and Administration and case management experience in a law firm. Location is Uniondale, Long Island. Skills and responsibilities include: Drafting estate planning documents and assist attorneys managing client document execution process; Drafting petitions and related documents for probate, administration and miscellaneous proceedings; Preparation of New York State and federal estate tax returns; Communicating and meet with clients and advisers; Drafting letters and other correspondence; Assisting clients with funding and administering trusts and estates; Assisting attorneys to prepare fiduciary accountings for trusts and estates; Preparing client files and documents for client meetings; Technological proficiency with tax and document production programs; Proactive case management; Maintaining group's calendar.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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