Probate Paralegal

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Job details

This Jobot Job is hosted by Martyn Sayer

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Salary $55,000 - $80,000 per year

We are a distinguished regional law firm with a legacy of over 100 years of excellence in client service and legal innovation. We are always seeking passionate and talented Attorneys to join our team. Whether you’re an experienced professional looking to elevate your practice or a recent graduate eager to make an impact, we offer a collaborative, growth-oriented environment with unparalleled opportunities to expand your expertise, build lasting client relationships, and shape the future of your career.

• Competitive Base Salary Receive top-tier compensation that reflects your skills and expertise.
• 401(k) Match Secure your financial future with our generous retirement savings plan.
• Equity Opportunities Share in the success and growth of the firm through equity options.
• Comprehensive Benefits Enjoy full coverage for health, dental, vision, and more.
• Career Growth Potential Unlock pathways to advance your career and achieve your professional goals.
• Work Flexibility Benefit from a flexible work environment designed to support work-life balance.

• Handle the execution and administration of trusts, decedents’ and guardian estates, wills, intestacy and other estate and trust matters. Involves heavy client contact.
• Prepare and implement an income tax plan for the estate during administration. Prepare federal estate, state inheritance, federal gift and federal and state fiduciary income tax returns.
• Assess IRA distributions for decedent and collaborate with attorney to offer tax consequences to beneficiaries for IRAs and annuities.
• Responsible for obtaining tax identification numbers for estates and trusts.
• Prepare inventories, accounts, petitions and pleadings.
• Handle gathering, identifying and valuation of assets. Draft correspondence, bills and various documents pertaining to estates and trusts. Prepare accountings for estates, trusts and foundations.

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