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Title : Paralegal Wealth Preservation

Location : New Jersey - Morristown
Refer to Job # YMDA781343

Paralegal - Wealth Preservation Duties: Obtain letters of administration, testamentary, guardianship and trusteeship; Assist with bonding process for administrators, executors, guardians and trustees; Maintain and prepare fiduciary accountings; Manage estate administration process (including calendaring and coordination of document collection process with clients); Prepare state and federal tax returns (including income, estate, inheritance and gift tax returns); Prepare estate and trust settlement agreements, refunding bonds and releases; Prepare surrogate court filings; Calculate fiduciary commissions; Prepare and conduct necessary financial audits for government benefit applications, including Medicaid and the New Jersey Division of Developmental Disabilities; Prepare government benefit redeterminations and informal accountings; Calendar government benefit applications, manage verification process and coordinate document collection process with clients; Prepare estate planning documents including last wills and testament, powers of attorney, living wills, and trusts under attorney supervision; and Assist clients to fund trusts and retitle assets. Assist in training, orientation and mentoring of Paralegals and other support personnel. Provide or supervise general clerical support, including filing and indexing. Proficiency in time keeping best practices. Proficiency in using firm equipment, including, telephones, photocopy machines, fax machines, binding machines and computers. Perform other work-related duties as assigned. Qualifications: Bachelor's degree required. Paralegal Certificate, from an ABA-approved program, preferred. Project management experience or training preferred. 3+ years of relevant experience. Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative. Proficiency on all applicable firm computer programs. Strong verbal, written, analytical, organizational and interpersonal skills. Flexibility in daily work schedule to meet company/client needs during periods of heavy workload. Demonstrated ability to consistently provide premium client service in a cost-effective manner. Demonstrated ability to draft client-related documentation specific to assigned practice area, including but not limited to, correspondence, pleadings, closing papers, factual research memoranda, budgets, discovery and motion papers. Demonstrated proficiency in performing factual investigation and research. Demonstrated ability to understand, interpret and apply court rules. Ability to meet with or interview clients, experts and witnesses. Proficiency in project management, including estimating time needed to complete projects. Ability to adhere to general office policies and procedures.

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