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Title : Paralegal/Legal Assistant (Tax and Probate)

Location : Maine - Portland
Refer to Job # SADD727191

Paralegal/Legal Assistant (Tax and Probate) The candidate will be supporting attorneys in the administration of estates and trusts based in both Maine and New Hampshire. Will be managing and tracking estate administrations and related deadlines. Preparing, proofreading and finalizing documents for client signature as part of the estate and trust administration process. Organizing client documents (both paper and electronic) and files. Communicating directly with clients, beneficiaries, trustees, appraisers, and asset managers by phone, e-mail, and formal written correspondence. With oversight from attorneys, drafting and filing petitions as part of estate and trust administration. Assisting with collection and distribution of estate and trust assets. Reviewing and interpreting trusts, wills, and other estate planning documents. Preparing estate and trust accountings. Assisting with preparation of Maine and federal estate tax returns and fiduciary income tax returns. The candidate should have excellent verbal and written communication proficiency. Knowledge of, or willingness to learn, accounting and tax return software programs needed. Planning and organizing skills essential. General computer proficiency and experience with common software applications (e.g. Microsoft Office Suite, PDF processing) needed.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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