Description

We are seeking a Trust and Estate Planning Paralegal for a prominent law firm that has a location in Troy

Estate Planning Matters

Generate estate planning documents for clients using HotDocs software, including Will, Trusts and Durable Powers of Attorney

Generate gift tax planning documents for clients, including irrevocable trusts and related documentation

Trusts

Draft fiduciary income tax returns for trusts; inform trusts’ beneficiaries of the tax liability of their distributions via IRS Schedules K-1

Draft gift tax returns

Prepare and maintain a calendar system for tax deadlines

Evaluate assets (as of date of death and alternate valuation date); verify bank balances and prepare inventory

Prepare accountings for estates and trusts

Draft final settlement and order for final distribution

Guardianship/Conservatorship

Draft petitions to commence proceedings, personal well-being reports, notices of right to appeal annual and final accounts, restorations to capacity, and closing documents

Prepare accountings for guardianship and/or conservatorship

Conduct preliminary valuation of assets held by the ward/conservatee

Estate Administration

Prepare and maintain a calendar system, noting important estate administration deadlines and court appearances

Obtain the will and draft necessary documents to file will with probate court

Draft documents to commence a probate proceeding; file the same with the probate court and act as liaison with court personnel while identifying interested parties by determining heirs, devisees, contingent beneficiaries and creditors

Evaluate assets (as of date of death and alternate valuation date); verify bank balances and prepare inventory

Arrange for notice to creditors to be published in a local newspaper

Review creditor’s claims; present to estate representative for approval; transmit claims to the court

File life insurance claims and other death benefit claims

Obtain and review income tax returns and other financial records

Maintain estate bank accounts and investments

Make a preliminary analysis of assets held by the decedent for investment purposes, potential sale, liquidity needs, and beneficiaries’ needs

Requirements - Ability to recognize, evaluate, and resolve problems effectively

Being savvy with word processing and spreadsheets is favorable

Customer service oriented communication skills

Estate Tax Return experience

Knowledge of estate planning

Accurate, attentive, and experience handling sensitive or confidential information

Ability to take ownership of projects, writing and negotiating, planning and organizing

An excellent chance to foster client relationships and build case management skills, and to provide support to staff through training. The company is also prepared to offer you compensation at a competitive rate. If you're interested in growing your paralegal career, contact us today!

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Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .