Estate Administration Paralegal in Pittsburgh, PA| LawFirmStaff

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Title : Estate Administration Paralegal

Location : Pennsylvania - Pittsburgh
Refer to Job # HGDY774107


Estate Administration Paralegal The candidate entails preforming a wide range of complex estate administration functions that include estate/inheritance tax preparation, income tax preparation (1041 s/PA 41 s), probate, and court accountings. Will have experience in this area which includes an extensive estate software background in Lackner 6-in-1. Prepare probate and administration documents for formal and informal proceedings. Prepare Federal estate tax and PA inheritance tax returns. Maintain financial records for use in accountings and preparation of tax returns. Preparation of Agreements for informal settlement of estates. Prepare asset transfer documents, such as deeds, asset assignments and documents for transfer of non-probate assets. Extensive communication with clients, financial planners and accountants. Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration. Collect, analyze and organize decedents financial records, including tax returns, intervivos trust agreements, gift tax returns and financial statements. Compile materials required in connection with an audit of estate and/or inheritance tax returns. Prepare Receipts and Releases in connection with distributions from an estate or trust. Should have 5+ years of working in Estate Administration. Must have working knowledge of Lackner 6-in-1. Paralegal certificate is a plus. Proficiency with computer programs including Microsoft Office Suite, Excel and other legal software is needed.
 
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