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Location : District of Columbia - Washington
Refer to Job # BCAG850628
This large firm has offices throughout the Pacific Northwest and in other parts of the country. They have a diverse practice that includes corporate, litigation, intellectual property, municipal, real estate, and other types of law. Their impressive list of clients includes many Fortune 500 companies. The firm takes pride in providing quality legal services to its clients and in effectively using technology to improve its practice. A strong commitment to pro bono work is present at this firm, and its attorneys are encouraged to participate. Many opportunities for training and mentoring are available. Associates are given responsibility and client contact early in their careers.
Estate Planning, Probate and Trust / Estate Administration Paralegal Duties: Draft wills, trusts, powers of attorney, directive to physicians and other related estate planning documents. Facilitate trust funding and asset transfers and distributions. Manage both simple and complex trust and estate administrations from beginning to end. Prepare and file Court pleadings. Prepare trust and estate annual and final accountings along with all supporting documents. Compile tax information and prepare estate tax returns and gift tax returns. Collect, evaluate, maintain and monitor estate and trust assets, income and expenses. Coordinate various matters with other departments such as title searches, sale of real estate, contribution easements, wrongful death claims, and will contests. Examine and prepare summaries of estate planning documents.
Qualifications: A Bachelor's Degree and/or Paralegal Certificate. Any combination of experience and education is considered. Knowledge of all aspects of the administration of decedent's estates, trusts, conservatorships and guardianships, including preparing and filing all probate court/estate administration forms. 3+ years of Estate Planning, trust/estate administration and Probate Paralegal Experience. Experience in Washington and California estate and trust administration is a plus. Preferred Computer Skills: Microsoft office suite, including Work, Excel, Outlook and Power Point; iManage; Intapp; EstateWorks; Tax preparation software. Knowledge of GEMS is a plus. Excellent organizational abilities, communication skills, and attention to detail. Ability to manage multiple projects, activities and tasks simultaneously. Excellent time management skills.
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