Trust And Estates Legal Assistant

Seeking a full-time Trust and Estates Legal Assistant.

• Assisting with drafting and assembling estate planning documents.
• Processing executed documents and preparing correspondence to clients and accountants.
• Gathering, reviewing, and organizing asset information for eventual probate and estate tax reporting.
• Preparing and/or coordinating the preparation of probate filings and estate tax return filings both locally and throughout the United States.
• Preparing probate-related filings and executing electronic probate filings.
• Preparing and filing various Internal Revenue Service forms.
• Assisting in compiling documents for and preparing responses to IRS audit requests.
• Maintaining indexes and organizing case files and workrooms.
• Indexing and organizing files for off-site storage.
• Assisting with document collection, review, and production.
• Filing and obtaining documents at various courts and agencies.
• Utilizing legal research software.
• Conducting research using various resources including databases and the internet.
• Assisting with department projects as needed and performing other work-related duties as assigned.

Benefits

• A minimum of a high school diploma, with a paralegal certificate and/or bachelors degree strongly preferred.
• Excellent academic record.
• Superior organizational skills with the ability to prioritize and manage a large workload efficiently and effectively.
• Highly detail-oriented, including the ability to assess and respond to underlying detail issues and implications.