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Estate and Trust Administration Paralegal The candidate will collect, evaluate, ... with all supporting documents. Compile tax information and prepare estate tax returns and gift tax returns. Draft estate planning..
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Estate and Trust Administration Paralegal The candidate will collect, evaluate, maintain and monitor estate and trust assets, income, and expenses. Will facilitate asset transfers and distributions. Prepare annual and final accountings ..
Paralegal – The candidate will work ... with all supporting documents. Compile tax information and prepare estate tax returns and gift tax returns. Draft estate planning documents. ... Outlook; Filesite;..
... – Estate & Trust Administration Paralegal The candidate will perform duties ... estate planning documents, including wills, trusts, DPOAs, deeds, etc. Trust administration ... of information and preparation of..
Paralegal - Probate, Trust Admin, Estate ... documentation to transfer assets to trusts, including deeds and schedules of ... pertaining to trust transfers. Obtain tax identification numbers for trusts, estates..