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Title : Trust And Estate Paralegal

Location : New York - Long Island
Refer to Job # SCKL732991

Trust and Estate Paralegal The candidate will be responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates. Maintain client contact. Must maintain professionalism and strict confidentiality in all client and Firm matters. Oversee all aspects of trust and estate administration. Prepare and file all documents relating to probate and administrative proceedings. Collect and distribute a decedent s assets requiring considerable interaction with banks, brokerage houses, and appraisers. Prepare receipt and release agreements. Open, establish, and maintain estate checking accounts. Compile information required to prepare estate tax returns. Experience in filing with the IRS and state authorities for state and federal estate tax returns is a plus. Organize and maintain estate tax files. Research and investigate a wide range of requests, problems or issues that arise in trust and estate context. Draft client correspondence and memos. Communicate directly with clients as needed. The candidate must have a Bachelor s degree and/or 5 or more year s progressive trust and estate administration experience, preferably in a law firm environment. Equivalent combination of education and experience is critical. Paralegal certificate from an accredited paralegal program is a plus. Must be computer proficient with experience and working knowledge of databases, Internet research, due diligence, Excel, Outlook, and MS Word preferred, HotDocs is a plus. Experience with FAS Thompson Reuters fiduciary accounting is essential. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in fiduciary income tax forms and extensions is necessary. Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs is highly desirable. High degree of initiative with excellent analytical, technical, and critical-thinking skills are needed. Excellent interpersonal, verbal, and written communication skills are must. Ability to communicate with courtesy and diplomacy is needed. Excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data is required.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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