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Title : Estate Administration Paralegal

Location : New Jersey - Princeton
Refer to Job # UQWT829048

Estate Administration Paralegal Duties: Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration. Prepare probate and administration documents for formal and informal proceedings. Collect, analyze and organize decedent's financial records, including tax returns, intervivos trust agreements, gift tax returns and financial statements. Value decedent's assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate. Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor's deeds. Consider post-mortem estate planning and prepare disclaimer documents. Prepare U.S. and non-resident estate tax and inheritance tax returns. Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts. Compile materials required in connection with an audit of estate and/or inheritance tax returns. Prepare and file Accountings and related settlement documents. Assist attorneys, as needed, in connection with drafting Wills, other estate planning documents and estate litigation documents. Special projects and duties, as assigned. Qualifications: Bachelor's degree or equivalent experience required; paralegal certificate strongly preferred. 5+ years of experience in trusts and estates required. Experience as a paralegal in a law firm strongly preferred. Previous experience with a variety of tax programs, including programs for estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations. Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.). Experience with tracking billable time. Ability to manage workflow and work under tight deadlines and other time constraints with competing and shifting priorities. Excellent interpersonal, written and verbal communication skills. Ability to work independently while effectively working as part of a team. Strong research and investigative skills. Ability to problem solve and maintain good judgment and strict confidentiality. Ability to accept ownership of projects and successfully drive the project tasks on a daily basis. Positive and professional demeanor.

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