Senior Paralegal/Trust And Estates in Allenwood, NJ| LawFirmStaff

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Title : Senior Paralegal/Trust And Estates

Location : New Jersey - Allenwood
Refer to Job # VLVC833470


Senior Paralegal/Trust and Estates The candidate will assist in all phases of trust and estate administration, including organizing and analyzing asset information; valuation of assets; preparation of inventories, asset allocation agreements, asset transfer document, and procedural forms, among others. Secure and organize documents related to the client's estate. Help draft estate documents for the attorney's review (wills, powers of attorney, healthcare directives, and trusts). Review and draft probate pleadings, including fiduciary reports/accountings; and assist with Estate and Gift Tax return preparation. Categorize and interpret information from the bank, brokerage, and other financial statements. Prepare documents and assist with creating and transferring assets into trusts. Prepare and file probate documents in the administration of an estate (complaints, motions, inventories, accountings, and notices). Obtain date of death values for assets, file life insurance claims, and other death benefits. Contact beneficiaries and next of kin regarding admission of the will and other probate hearings. Administer estate accounts and assist with the liquidation and transfer of property. Prepare and file the decedent's final income and tax returns (inheritance tax returns). Provide support in the administration of guardianships.
 
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