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Trust and Estates Paralegal The candidate's responsibilities include all facets of estate planning and trust and estate administration, including meeting with clients, trustees, and family members, communicating with beneficiaries, drafting correspondence and legal documents, preparing deeds, asset spreadsheets, and probate pleadings, preparing federal estate tax returns and gift tax returns, reviewing bank statements, and notarizing documents. Engage in the work of attorneys by demonstrating knowledge and status of current cases and projects, utilizing available resources. Draft simple wills, powers of attorney, advance health care directives, HIPAA releases, certifications of trust, etc. Assist with estate plan signings. Prepare and file probate court documents: notice of hearings, proofs of service, guardian ad litem petitions, etc. Prepare deeds and supporting documents to transfer title to real property to trusts or LLCs. Assist attorneys with the administration of decedent's trusts and estates: calendar deadlines, gather asset information from clients, prepare notices and other legal documents, etc. Assist attorneys with the preparation of federal estate tax returns and related filings. Interact with, and show compassion to, clients who have suffered the loss of a loved one or are under a great deal of stress. Set up, maintain, and ensure that files are kept current including classifying, arranging files, filing, and storing information. Monitor, prioritize, organize, and facilitate daily workflow in order to meet project deadlines. This includes all administrative tasks including scheduling meetings, calendar management, processing expense reimbursements, etc. Various administrative tasks as required. An associate degree in paralegal studies is required. Bachelor's degree is preferred.
