Experienced Estate Administration Paralegal Wanted
3 days ago
We are seeking an experienced Paralegal to join our team in Estate Planning and Administration.
- Prepare estate planning documents, deeds, asset transfer documents, and estate administration forms. This includes drafting legal papers that accurately reflect client wishes and needs.
- Develop strong working relationships with clients, financial advisors, CPAs, and other professionals to ensure effective communication and collaboration.
- Analyze and organize complex asset information, including real estate, investments, and other assets, to support estate planning and administration efforts.
- Prepare accurate and detailed estate accountings and tax returns, ensuring compliance with relevant laws and regulations.
- Read and interpret wills and trust agreements, providing expert guidance to clients and colleagues as needed.
- Bachelor's Degree or equivalent experience in estate planning or a related field.
- Minimum 10 years of paralegal experience in estate planning, with a strong focus on estate administration.
- Extensive knowledge of estate planning processes, rules, and regulations, including tax laws and exemptions.
- Proficiency in Microsoft Office Suite and legal research databases, with the ability to quickly learn new systems and software.
- Excellent communication, organizational, and interpersonal skills, with the ability to work effectively in a fast-paced team environment.
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Charlotte Bay, Australia Womble Bond Dickinson (US) LLP Full timeEstate Planning and Estate Administration Paralegal Womble Bond Dickinson (US) LLP is seeking a Paralegal to join the Firm's Private Wealth team. The role requires an understanding and breadth of experience in estate planning and estate and trust administration, including drafting estate planning documents and probate court forms, including accountings. ...
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Charlotte Bay, Australia Womble Bond Dickinson (US) LLP Full timeEstate Planning and Estate Administration ParalegalWomble Bond Dickinson (US) LLP is seeking a Paralegal to join the Firm's Private Wealth team. The role requires an understanding and breadth of experience in estate planning and estate and trust administration, including drafting estate planning documents and probate court forms, including...
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