What are the responsibilities and job description for the PARALEGAL - TRUST ADMINISTRATION position at Woven Legal?
PARALEGAL - TRUST ADMINISTRATION, PART-TIME REMOTE (20 hours/week) -
Trust Administration Paralegal needed to support a busy Estate Planning & Business Succession practice in the Pacific Time Zone. The focus of the firm is to develop and maintain long-term client partnerships through the creation of an exceptional client experience. Candidate must have at least 3 years of experience with all aspects of large estate (multi-million dollar) trust administration including the following:
Experience and Hard Skills:
- Preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971) and Gift Tax Returns (Form 709);
- Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title;
- Preparation of documents related to the transfer of entity interests;
- Trust asset allocations and sub-trust funding;
- Trust distribution;
- Working with appraisers.
Soft Skills:
- Skilled and candid communicator with excellent attention to details;
- Proactivity and reliability are your fort, and you are proud of it;
- (You are) not afraid to ask questions in all gray areas;
- Ability to be flexible and work with shifting priorities.
Technology:
- PC required;
- Experienced user of GEMS.
Culture:
- You will be a fit for this role if you enjoy a culture built on trust, respect, diligence, and good judgment.
Growth:
- The hours have the potential to grow with the right candidate.
Job Type : Part-time
Work Location : Remote
Salary: $30.00 - $32.00 per hour
Benefits :
- Flexible schedule
Schedule :
- Monday to Friday
- Self-determined schedule
- Fully remote position
Education:
- Associate degree in Paralegal Studies preferred (years of experience in the practice area will be considered)
Other Experience :
- Microsoft Office: 6 years (Required)
- Trust Administration Paralegal: 3 years (Required)
- Preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971), and Gift Tax Returns (Form 709) (Required)
Salary : $30 - $32
