What are the responsibilities and job description for the Trust and Estates Paralegal position at Fawkes IDM?
A law firm is seeking a full-time Trust and Estates Paralegal to join their team.
Responsibilities:
- handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
- Extensive communication with clients, financial planners and accountants
- Preparation of federal and state estate tax returns and fiduciary accountings
- Distribution of estate assets and trust funding, etc.
- 5 years of experience in a similar type role.
- College degree and/or paralegal certificate required.
- Superior communication and mathematical skills are a must.
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
Senior Trust Officer
Cypress Bank & Trust -
Beach, FL
