What are the responsibilities and job description for the Estates & Trusts Paralegal position at Ultimate Staffing?
Job Title: Estates & Trusts Paralegal
Our client is a reputable law firm specializing in estate planning, trusts, probate, and related legal services. They provide personalized services to individuals and families navigating complex estate matters.
As an Estates & Trusts Paralegal, you will support attorneys with tasks related to estate planning, trust administration, and probate. You will work closely with clients and attorneys to manage complex estate matters, from document preparation to court filings.
Key Responsibilities:
- Assist in preparing, drafting, and reviewing estate planning documents such as wills, trusts, powers of attorney, and health care directives.
- Support attorneys in the administration of estates and trusts, including preparing documents for probate, trust funding, and asset distribution.
- Coordinate and file probate court documents, including petitions, inventory, and accountings.
- Communicate with clients, beneficiaries, and other parties to collect information, provide updates, and answer questions.
- Conduct research on legal and procedural matters related to estate planning, probate, and trust administration.
- Organize and maintain client files, ensuring all documents are accurate, complete, and properly filed.
- Handle the preparation and submission of federal and state estate tax returns.
