Personal Planning Group (probate) Paralegal in Seattle, WA| LawFirmStaff

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Title : Personal Planning Group (probate) Paralegal

Location : Washington - Seattle
Refer to Job # WROV848683

Experience the prestige and challenge of Fortune 500 companies including dot coms, while enjoying the sunny lifestyle of the Southwest at this very busy, larger firm. Well-reputed in intellectual property, civil and securities litigation and corporate transactional practices, it is always striving towards excellence and professionalism in its associates, and actively encourages new associates to delve into responsible roles as soon as possible. Ready to meet the challenge? The associates here are some of the happiest associates in Phoenix and truly seem to enjoy the work that they do. We do not need to tell you that as a very successful Arizona firm the people here do appear to work very hard and we hate to say it but we will: Many are working New York type hours. The firm also has been criticized in many respects for its lack of diversity; however, we do not believe that this is a serious problem because the firm's recent hires have all been very diverse in our opinion. The firm also receives very high scores for the treatment of associates by partners and there does appear to be a very good relationship here between associates and partners with associates feeling they are part of the mix to a great degree and respected by partners. Most associates at this firm would much rather stay with the firm than switch firms. In our book this is a good sign.
Personal Planning Group (Probate) Paralegal The candidate will include preparing gift and estate tax returns; coordinating and attending client conferences; assisting attorneys in preparing for client meetings; administering the allocation of assets; trust funding and asset transfers; and maintaining current knowledge of Washington and Oregon probate proceedings. In addition, the probate paralegal will create federal and state estate tax returns; estate, generation-skipping tax elections; manage intestate and insolvent estates; conduct estate and gift tax calculations and projections tax returns; and conduct evaluation of assets, including interest in business entities. Organizational, analytical, and communications skills are a must. Advanced proficiency in Excel, strong word processing skills, ability to express self effectively, both orally and in writing. Demonstrate an increased level of technical understanding of legal tasks and procedures with probate law. Demonstrate ability to exercise discretion and independent judgment. Ability to supervise and train other paralegals and new attorneys. Work directly with clients and other professionals outside the firm. Experience with sophisticated and technical probate issues and excellent customer service skills. Should have 5 years of probate paralegal experience. Bachelor's degree preferred.
 
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