Trust amp Estates Paralegal

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Trust & Estates Paralegal
The candidate' must have an experienced Trust and Estates Paralegal who is looking to join a team that appreciates your expertise? Must have a deep understanding of all facets of trust and probate administration. Will be working directly with attorneys on a variety of tasks, including: meeting with clients, trustees, and family members, and communicating with beneficiaries; drafting correspondence and estate planning documents; preparing deeds, asset spreadsheets, probate pleadings, etc.; marshalling, organizing, and analyzing asset information; preparing valuation of assets; preparing inventories, asset allocation agreements, asset transfer documents, etc.; and disseminating information from bank, brokerage, and other financial statements. Minimum of 2 years (preferably 3-5 years) trust & estate paralegal experience, along with a bachelor’s degree and a paralegal certificate.

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