Estate Paralegal

Job Description

Job Description

We’re seeking a skilled and experienced paralegal to support our growing legal team. The ideal candidate for this position will use their work experience and organizational skills to prepare and maintain legal documents, file motions, interview clients, and conduct legal research. If you’re looking to fill an invaluable position at a firm and love helping others, apply today. Compensation :

$55,000 - $70,000 yearly

Responsibilities :

• Assist in all phases of trust and estate administration, including organizing and analyzing asset information; valuation of assets; preparation of inventories, asset allocation agreements, asset transfer documents, procedural forms, among others.
• Secure and organize documents related to the client’s estate.
• Help draft estate documents for the attorney’s review (wills, powers of attorney, healthcare directives, and trusts).
• Prepare fiduciary reports / accountings, and assist with Estate and Gift Tax return preparation.
• Categorize and interpret information from bank, brokerage, and other financial statements.
• Prepare documents and assist with creating and transferring assets into trusts
• Preparing and filing probate documents in the administration of an estate (complaints, motions, inventories, accountings, and notices)
• Obtaining the date of death values for assets, filing life insurance claims, and other death benefits
• Contacting beneficiaries and next of kin regarding the admission of the will and other probate hearings
• Administering estate accounts and assisting with the liquidation and transfer of property
• Preparing and filing inheritance tax returns
• Providing support in the administration of guardianships

Qualifications :

About Company

At Posternock Apell, P.C., we are a highly respected and client-focused law firm offering litigation, business, real estate, and estate planning services. With a history of excellence and a dedication to providing top-tier legal services, we have built a reputation as an industry leader. We take pride in our collaborative and supportive work environment, where individual contributions are valued and celebrated.