Trusts and Estates Paralegal

Overview
· Estate Planning Support: Assist with estate planning processes, including asset valuation, beneficiary designations, and tax planning strategies.

· Probate Administration: Facilitate the probate process by preparing and filing court documents, communicating with beneficiaries and heirs, maintaining accurate records, preparing estate accountings, and coordinating asset distribution.

· Trust Administration: Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.

· Legal Research: Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy.

· Meet with attorneys and other professionals to discuss assigned cases or projects.

· Serve as liaison between firm, clients, advisors, and beneficiaries.

· Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.

· Develop and maintain records regarding billable hours spent on specific matters.

· Maintain and organize matter files, documents, and correspondence.

· Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.

· Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

If you are passionate about the legal field and possess the necessary skills to excel as a Trustee and estate law, we encourage you to apply for this rewarding opportunity.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Schedule:
• Monday to Friday

Ability to Commute:
• Providence County, RI (Required)

Ability to Relocate:
• Providence County, RI: Relocate before starting work (Required)

Work Location: In person