Probate Fiduciary Accountant

Responsibilities

• Prepare pleadings initiating an estate or guardianship court proceeding
• Monitor and maintain files for estate administration, trust administration and guardianship
• Review estate planning, will and trust documents
• Prepare trust administration documents (i.e., acceptances of trustees, resignations and declinations of
• Prepare trust and estate accounting
• Draft memorandums and correspondences
• Manage communication amongst Attorneys, clients, beneficiaries and family members
• Monitor trust and estate accounts, including payment of monthly expenses of an trust or estate
• Research asset and debt information for trusts and estates
• Prepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of assets to
• Assemble necessary documents for a trust and estate administration tax return (i.e., estate tax, income tax and gift tax returns)
• Collaborate on preparation of tax returns
• Estate and guardianship legal research pertaining to issues
• Locate beneficiaries of trust or estate, when necessary

• Degree in business administration, preferred
• Three (3) years’ experience as a Paralegal or Tax Fiduciary Accountant
• Probate, trust administration matters and estate settlement experience
• Proficiency in Microsoft Office, Excel and Outlook
• Ability to develop, organize and maintain electronic data collection
• Excellent communication skills, both verbal and written
• Exceptional organization skills and attention to details
• Able to prioritize, multitask and manage time effectively