Paralegal - Wills, Trusts And Estates in Albany, NY| LawFirmStaff

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Title : Paralegal - Wills, Trusts And Estates

Location : New York - Albany
Refer to Job # WGKP855375


Paralegal - Wills, Trusts, and Estates Duties: Interact with a wide variety of clients in person, on the phone and via email and video conferencing. Draft, edit, and review probate and administration and related documents. Assist clients with retitling assets. Assemble and organize financial records for estate tax returns and audits. Prepare, edit, and review estate tax returns. Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts. Prepare fiduciary income tax returns for estates and trusts. Qualifications: Exceptional oral and written communication, and organizational skills. Strong proofreading and analytical skills to ensure top quality of legal documents. Substantial familiarity with estate administration for both taxable and non-taxable estates. Proficiency with MS Office, including Word, Outlook and Excel, and ability to efficiently use technology resources. A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment.
 
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