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Title : Probate And Estate Paralegal

Location : Oregon - Portland
Refer to Job # ZIOS753722

Probate and Estate Paralegal The candidate to join Private Client Services Team. Paralegals in the highly collaborative Private Client Services Team perform a range of duties by supporting efforts between attorneys, clients, other legal counsel, family offices, corporate and private fiduciaries, wealth advisors, taxing authorities, probate court, other governmental entities and other third parties. Will provide assistance to attorneys and clients in all aspects of estate and trust planning and administration. Responsibilities include: drafting estate planning documents; all aspects of trust, estate and guardianship administration, including maintaining beneficiary information, scheduling distributions, processing gifts and the receipt of new trust assets; preparing fiduciary accountings and court-required reports; researching local law from various jurisdictions relating to fiduciaries and beneficiaries, estate tax and probate issues; preparing documents to probate and administer estates; preparing estate tax returns; preparing documents to administer trusts; and attending client meetings and maintaining frequent client contact for administration matters. The candidate should have Bachelor's degree and paralegal certificate (equivalent work experience may be considered in lieu of Bachelor's degree). Must have 6 years' experience in estate planning and/or trust administration in a law firm. Should have strong math skills. Working knowledge of federal and state transfer taxes is required. Should preferably have Income, estate and gift tax return preparation experience (familiarity with Gillett Estate Management Suite a plus). Document drafting experience is desired. Experience supporting fiduciary litigation is preferred.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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