Trust amp Estates Paralegal

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Trust & Estates Paralegal

The candidate will secure documents related to the client’s estate. Assist in valuing the assets in the estate. Prepare documents and assist with creating and transferring assets into trusts to ease the probate process. Prepare and file probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices). File life insurance claims and other death benefits. Contact beneficiaries and next of kin regarding admission of the will and other probate hearings. Administer estate accounts and assist with the liquidation and transfer of property. Prepare income tax returns for the estate or trust, including fiduciary income tax planning. Prepare federal and/or NY estate tax returns. Participate in the administration of guardianships and trusts. Assist with name changes and adoption proceedings. Assist with preparing estate documents for the attorney’s review (wills, powers of attorney, healthcare directives, and living wills). Associate’s degree in paralegal studies and paralegal certificate or a combination of appropriate job-related experience and education is required. Bachelor's degree is preferred. Should preferably have 1-3 years of trust and estates administration experience as a paralegal. Proficiency in estate planning and probate document drafting software is needed.

Additional Information

Requisition ID: 1077

Company info

Woods Oviatt Gilman LLP
1900 Bausch Lomb Place
Rochester
New York
United States 14604
Phone : 585.987.2800
Fax : 585.454.3968
Website : https://www.woodsoviattgilman.com/