Trust & Estate Paralegal at DM LAW SERVICES LLC

The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting in a manner that ensures that the company successfully meets its objective of distinguishing itself through exceptional service.

Responsibilities:

• Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
• Preparing accounting for both estates and trusts;
• Preparing death tax returns, including federal estate tax returns and state estate tax returns;
• Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts;
• Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Requirements

Education and Experience:

• Undergraduate degree and paralegal certification (or equivalent)
• Familiarity with procedures of courts and regulatory agencies
• Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
• Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)
• Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
• Good understanding of basic business relationships and client confidentiality principles