Planning Paralegal in Washington, DC| LawFirmStaff

Need Help? Call 800-503-1198.
Law Firm Staff - Law Firm Placement
Influencing and
enriching the individual

Job Details

Below is detailed information about the job you selected.

Title : Planning Paralegal

Location : District of Columbia - Washington
Refer to Job # SPTL843774


Planning Paralegal The candidate will supervise and coordinate the collection and transfer of assets, payment of debts and administration expenses, and the distribution of assets to beneficiaries for probate estates and funded trusts. File wills in appropriate counties. Prepare deeds and assessor forms. Prepare basic forms and filings for entity formations and annual statements. Ensure proper docketing and timely filing of all tax returns and court papers. Prepare and send correspondence, including composing transmittal letters, etc. Communicate with banks, other financial institutions, and relevant parties to the administration of the trust. Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting, and other office services. Meet with clients and attorneys regarding planning. Preparing sophisticated estate planning documents. corresponding with clients on probate issues. Entity formation and maintenance. Preparing federal estate tax returns. Preparing trust/estate accountings and administering guardianships. Must have 2-3 years experience in estate and planning (however 5+ years experience is a plus). Should be proficient in Microsoft Word and Excel and has a working knowledge of Planning and Estates Software. Significant client interaction and communication. In addition to excellent verbal and written communication, a strong customer service mindset is essential. Experience in drafting Powers of Attorney, Medical Powers of Attorney, Last Wills and Testaments, and Revocable Living Trusts.
 
Email: jobs@lawfirmstaff.com  NO CALLS PLEASE
 




[Apply Now]   [Email to a Colleague]   [Printable Version]

 
Job Listings of Law Firm Staff