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Title : Estate Administration Paralegal

Location : Pennsylvania - Philadelphia
Refer to Job # YIKU810842

Estate Administration Paralegal The candidate will establish close rapport with the client and beneficiaries to ensure a 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, inter vivos 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 the 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 the 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 and special projects and duties, as assigned. The candidate should have a Bachelor's degree or equivalent experience. A paralegal certificate is strongly preferred. Must have 5+ years of experience in trusts and estates. Previous experience with a variety of tax programs, including programs for estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations, and with tracking billable time is required. Should preferably have experience as a paralegal in a law firm. Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.) is a prerequisite. Excellent interpersonal, written, and verbal communication skills with strong research and investigative skills are essential. Must have the ability to accept ownership of projects and successfully drive the project tasks on a daily basis. The ability to problem-solve and maintain good judgment and strict confidentiality is desired.

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