Private Client Paralegal

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Private Client Paralegal
The candidate will compile information, computations and draft federal and state estate or inheritance tax returns. Will compile information, computations and draft federal gift tax returns. Collect and transfer of assets, payment of debts and administration expenses and the distribution of assets to beneficiaries for probate estates and funded trusts. Work on probate court papers. File wills in appropriate counties. Prepare deeds and assessor forms. Prepare basic forms and filings for entity formations and annual statements. Ensure proper docketing and timely filing of all tax returns and court papers. Prepare and send correspondence, including composing transmittal letters, etc. Communicate with banks, other financial institutions and relevant parties to administration of trust. Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting and other office services. Meet with clients and attorneys concerning the estate and/or trust. Prepare wills, trusts and amendments. Research and draft probate court filings.

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