Free Trusts And Estates Paralegal Job Description for Microsoft Word
Download this free trusts and estates job description as a Word document to help you find the highly-qualified individual for your collaborative team
Trusts And Estates Paralegal Job Description
[Insert company name here] is an established and successful law firm specializing in [insert key areas of focus here]
We’re looking for a Trusts And Estates Paralegal to work on matters that involve negotiation of deals between parties (such as mergers between companies, financing agreements, and sales of divisions of companies).
Roles & Responsibilities
Responsibilities include, but are not limited to:
- Arranging for the valuation of assets.
- Opening and closing estate and trust accounts.
- Arranging for estate and trust distributions and bill payments.
- Preparing estate and gift tax returns and accountings.
- Drafting receipts and releases.
- Drafting cover letters.
- Tracking due dates in estate and trust matters.
- Filing entity formation documents in Delaware.
- Attending the execution of wills and trust documents.
About you
- Bachelor’s Degree and/or Paralegal Certification and [insert number] years of T&E experience
- Previous exposure to a law firm setting, knowledge of fiduciary accounting procedures, and proficiency with relevant software programs
- Ability to prioritize assignments or projects, apply strong attention to detail, and communicate professionally with clients and attorneys
What you’ll get in return
The firm offers a generous benefits package along with compensation based on experience level and client orientation.
- Competitive compensation based on experience
- Medical insurance plan
- Dental insurance plan
- Vision insurance plan
- Contribution to life insurance plan
- 401k profit sharing
- Parking reimbursement
- Social, charity, and wellness events
To apply for the role or have a confidential discussion, contact us on [insert recruiter email address] or [insert recruiter phone number]