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Title : Probate and Estate/Wealth Management Paralegal II

Location : Michigan - Bloomfield Hills
Refer to Job # AHSD817097

Probate and Estate/Wealth Management Paralegal II Duties: Draft trusts, wills, powers of attorney, certificates of trust, acceptance of trustees, resignations, appointments, declinations, amendments, codicils. Coordinate the transfer of assets into trusts, including bank accounts, stock transfers, and real estate deeds. Draft fiduciary income tax returns for trusts; inform trusts beneficiaries of the tax liability of their distributions via IRS Schedules K-1. Draft gift tax returns and estate tax returns. Prepare and maintain a calendar system for tax deadlines. Prepare and maintain a calendar system for important estate administration deadlines, including notice and claims periods. Prepare pleadings for probate estate administrations. Evaluate assets (as of the date of death and alternate valuation date); verify bank balances and prepare an inventory. Arrange for notice to creditors to be published in a local newspaper Address creditor's claims. File life insurance claims and other death benefit claims. Prepare accountings for estates and trusts. Draft final settlement and order for final distribution. Prepare miscellaneous petitions, such as application for spousal allowance or authority. Draft petitions to commence proceedings, personal well-being reports, notices of right to appeal annual and final accounts, restorations to capacity, and closing documents. Prepare accountings for guardianship and/or conservatorship. Conduct preliminary valuation of assets held by the ward/conservatee. Qualifications: Bachelor's degree or Paralegal certification from an ABA-approved program. Must have 2-8 years of Paralegal experience with demonstrated abilities in most major areas of responsibility. Intermediate to advanced experience using Microsoft Office and HotDocs. Excellent communication skills (both oral and written). Good organizational and project. management skills. Proficiency in the use of online legal research services and legal resources. Must have sound judgment. The ability to work independently with minimal supervision.

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