What are the responsibilities and job description for the Estate Planning and Administration Position - New Orleans position at Baker Donelson?
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC has an immediate opening for an experienced Estate Planning/Estate Administration/Successions position in its New Orleans office. Estate Planning responsibilities include data input and organization related to the preparation of wills, trusts, powers of attorney, beneficiary designations, and various other estate planning instruments. Estate Administration & Successions responsibilities include assistance with matters such as identifying and marshaling assets, preparing probate petitions, maintaining a calendar system of court and other deadlines, maintaining financial records of the estate, preparing inventories and accountings, and fulfilling many other functions throughout the succession (probate) process. The ability to interface with clients and financial institutions as part of the information-gathering process is a must. Responsibilities may also include assistance with the preparation of trust accountings, estate and gift tax returns, and income and fiduciary returns. Client contact is to be expected. Applicants should have substantial experience with respect to preparing estate planning, estate administration, and probate instruments. All candidates must have either a bachelor’s degree or paralegal certificate from an ABA-approved paralegal program.
Candidates should possess organizational, interpersonal, and communication skills. Must have proficient and accurate knowledge of computers and MS Office Suite, including Outlook and Excel. Must possess excellent oral and written skills, attention to detail, time management, multi-tasking and prioritizing abilities and the desire to work hard both independently and as part of a team. Experience with ProbatePlus or Estateworks software is a plus.
Must provide minimum authorization to work in the United States. Resumes accepted only for job posted.
Thank you for submitting your resume. After our hiring committee has had a chance to review all candidates for this position, we will reach out to only those that will be moving on to the next step in our recruiting process. We appreciate your interest in the position and will contact you if further action is necessary.
Baker, Donelson, Bearman, Caldwell, & Berkowitz, PC is an equal opportunity employer and all qualified applicants receive consideration for employment and all employees are treated during employment without regard to race, color, sexual orientation, religion, sex, age, national origin, genetic information, physical or mental disability, veteran status, gender identity, gender expression and marital status.
