Job Description

Essential Duties & Responsibilities:

• Abides by the ethical requirements as set forth by the Rules of Professional Conduct.
• Drafts and/or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents).
• Reviews, proofs, revises, and organizes documents in in estate and trust administration matters.
• Schedules and participates in meetings or conferences with clients.
• Provides analysis and input regarding the development of strategies.
• Prepares estate filings, and other court documents
• Regular and in-person attendance is required to perform the essential functions of this interactive position.
• Performs additional duties and responsibilities as assigned.

Qualifications & Experience:

• Bachelor's degree or equivalent combination of experience and education required.
• Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns for high net worth individuals.
• Candidates must have strong verbal and written communication skills, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation.

Key Words:

Legal Secretary

Paralegal

Estate Planning

Wealth

tax

Legal

Law

Bachelor's Degree Requirement: No

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