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Estates and Trusts Paralegal

Special Counsel Pittsburgh, PA
  • Expired: 19 days ago. Applications are no longer accepted.

Special Counsel’s client in downtown Pittsburgh searching for an estates and trusts paralegal. Do you like estate administration? Are you comfortable with tax forms? Do you like working in a team environment? Would you like to grow in administration of estates? To hear more and if you meet the requirements below please reach out to mary.welsh@specialcounsel.com

Responsibilities include: Handle the execution and administration of trusts, decedents’ and guardian estates, wills, intestacy and other estate and trust matters.

  • 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 accounting for estates, trusts and foundations.
  • Review and interpret wills and trust agreements. Work with attorney in drafting estate planning documents.
  • Prepare ancillary estate administration documentation.
  • Coordinate periodic income and principal distributions from trusts and the transfer of assets into trusts.
  • Meet with clients to discuss estate and trust matters and supervise execution of documents.
  • Maintain financial records of trusts and estates.
  • Make income payments to trust beneficiaries.
  • Prepare schedule of distribution for trust or estate assets at termination of a trust or estate.
  • Administer all deadlines for income, estate and inheritance tax returns and related filings, as well as beneficiary notices, Department of Public Welfare notices, advertising, disclaimers and Status Report.
  • Identify assets requiring protection and handle documentation necessary to effect sale or transfer of assets.
  • Maintain estate records, bank accounts and investments.
  • Position Specifications:

  • Paralegal certificate preferred. Bachelor’s Degree a plus.
  • Experience working with high net-worth clients preferred.
  • Must be computer proficient with working knowledge of MS Outlook, MS Word and MS Excel and Lackner.
  • Must exhibit a high degree of initiative in managing multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, utilizing excellent judgment and decision-making skills.
  • Must be highly organized, detail oriented, with the ability to multi-task.
  • Excellent Compensation Package

    Eq The Company will consider for employment qualified applicants with arrest and conviction records.

    Special Counsel

    Address

    Pittsburgh, PA
    USA