Trust amp Estate Paralegal

Profile

Trust & Estate Paralegal

Duties: Responsible for the administration of multiple estate and Medicaid files. Prepare and file probate documents with the Court. Meet with clients and attorneys to gather information for the preparation of legal documents or Medicaid documents. Work with clients to value, marshal and distribute estate assets. Identify and discharge all estate liabilities. Maintain and balance estate checking account. Preparation of estate and inheritance tax returns. Work with tax professionals on the preparation of fiduciary income tax returns. Preparation of final accountings and all other related documents required for closing the estate. Prepare and file documents with the Department of Social Services. Gather and analyze required information for Medicaid applications. Assist attorneys and their clients with wealth management to protect assets from the nursing home. Assist clients with yearly Medicaid recertifications.

Company info

Levene Gouldin & Thompson, LLP
450 Plaza Drive
Vestal
New York
United States 13850
Website : https://www.lgtlegal.com/