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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]