Trust & Estate Paralegal
Objective:
Our client seeks aTrust & Estate Paralegal who can administer estates for planning, administration, tax preparation, and final dissolution. You will have client contact, financial institution experience, and basic Elder law background.
Responsibilities:
*Prepare documents for probate and qualifying Executor and Trustees
*Obtain estate asset information, prepare estate tax returns, State and Federal
*Assist clients with account re-titling and the transfer and distribution of assets
*Prepare Trust related documents; i.e. Trustee Resolutions, Designations, and Acceptances
*Coordinate with client and financial brokers with establishing and funding Trust accounts
*Prepare and file corporate Formation documents, dissolutions, and reinstatements
*Prepare related estate administration documents including waivers, disclaimers, and settlement agreements
*Assist with transfer and liquidation of assets
Required:
*Bachelors Degree with Paralegal Certificate preferred
*3 to 5 years Experience in Trust & Administration
*Solid MSOffice skills
*Experience with estate administration software, OneSource or Fast Tax
*Excellent communication skills verbal and written
We NEVER forward your resume without your authorization.
Apply to: bcooper@advantagepersonnel.com
We will acknowledge receive of resumes sent; qualified candidates will be called for a telephone interview.
Thank you for your interest.
ABOUT THE RECRUITER:
Barbara Cooper has been a recruiter for 25 years. She has been placing paralegals for 18 years. She works with more than 100 Law Firms and Corporate Legal Departments in the New Jersey and New York marketplace. If she sees particular skill sets that are appropriate for a client, she will make a marketing call on your behalf.
Country: USA, State: New Jersey, City: Roseland, Company: Advantage Personnel.
