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Title : Probate And Estate Administration Paralegal

Location : Arizona - Scottsdale
Refer to Job # MCWB797872

Probate/Estate Administration Paralegal Duties: Communicate with clients, banks, brokerage firms, and appraisers to obtain information concerning decedent's 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. Requirements: Four-year college degree is an absolute requirement. Paralegal certification preferred. 2+ years of estate/trust administration experience preferred. Typing speed of 65 wpm. Proficient in Microsoft Office. Advanced Excel skills. 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. Ability to thrive in a fast-paced, changing environment. A self-motivated team player.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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