Trusts & Estates Paralegal in , | LawFirmStaff

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Title : Trusts & Estates Paralegal

Location : North Carolina - Research Triangle Park
Refer to Job # TIWS848701


Trusts & Estates Paralegal The candidate will draft estate planning documents, advance directives, wills, revocable and irrevocable trusts, probate petitions, waivers and consents, and prepare entity formation documents and operating agreements. Prepare and file probate forms; administer estates, including preparation of estate application, inventory of assets and annual/final accounting. Assist with preparing deeds and documents related to property transfers; preparing estate tax returns (IRS 706 & 709) and fiduciary accounting. Heavily involved in client contact and client case management. Enter time entries and expenses in the Firm's time-keeping and expense-tracking software on a daily basis. Bachelor's Degree. ABA approved Paralegal Certificate is a plus. Notary is a plus. Prior bookkeeping experience for accounting or professional services organizations is a plus. Knowledge of estate planning, estate litigation and trust administration is a plus. Ability to review and interpret wills and trust agreements and handle a significant case management load. Excellent verbal and written communication skills; strong drafting skills; solid proofreading skills. Ability to track and meet deadlines and manage multiple projects simultaneously. Adaptable to ever changing priorities in a dynamic work setting. Exceptionally well organized, detail oriented and exercise strong practical problem-solving abilities using logic, creativity, collaboration and client service skills.
 
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