The law firm of Johnston Allison Hord is seeking an experienced paralegal to support the Trust & Estates Department with wills, estate planning, estate taxes, succession planning, and aspects of probate law, among other legal matters. Some responsibilities include:
- Manage estate administration process from beginning to end for multiple estates
- Prepare probate and administration documents for formal and informal proceedings
- Collect, analyze and organize decedent’s financial records, including tax returns, trust agreements, gift tax returns and financial statements
- Value decedent’s assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate
- Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor’s deeds
- Consider post-mortem estate planning and prepare disclaimer documents
- Prepare U.S. and non-resident estate tax and inheritance tax return;
- Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts
- Compile materials required in connection with an audit of estate and/or inheritance tax returns
- Prepare and file Accountings and related settlement documents
- Assist attorneys, as needed, in connection with drafting of wills, other estate planning documents, and estate litigation documents
- Special projects and duties, as assigned
- Specific functions may change from time to time
This position requires excellent organizational skills to maintain a high volume of documents, excellent attention to detail, strong communication skills, accurate typing and proofreading skills, and the ability to handle several projects at one time and meet multiple deadlines in a fast-paced environment.
The qualified candidate must be technology savvy with a strong knowledge in working with Microsoft Office (Word, Outlook, PowerPoint and Excel) and have experience using a legal time and billing system.
College degree and/or paralegal certificate is preferred and Notary is required.
We offer an excellent salary and benefits package.
Please send resume to [email protected]
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