EverStaff
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http://www.everstaff.com
http://www.everstaff.com
USD
75000
YEAR
true
Estate and Succession Planning Paralegal
Job Description
Everstaff is seeking an Estate Planning Paralegal for a prominant firm in Troy.
Salary: $75,000
Assist attorneys throughout various stages of probate, trust administration, and estate planning matters.
KEY RESPONSIBILITIES:
Estate Planning:
- Utilize HotDocs software to draft estate planning documents such as Wills, Trusts, and Durable Powers of Attorney for clients.
- Prepare gift tax planning documents, including irrevocable trusts, and associated paperwork.
KEY RESPONSIBILITIES:
Estate Planning:
- Utilize HotDocs software to draft estate planning documents such as Wills, Trusts, and Durable Powers of Attorney for clients.
- Prepare gift tax planning documents, including irrevocable trusts, and associated paperwork.
Trust Administration:
- Create fiduciary income tax returns for trusts and communicate tax liabilities to beneficiaries using IRS Schedules K-1.
- Draft gift tax returns and maintain a comprehensive calendar system for tax deadlines.
- Assess assets for valuation purposes and compile inventories, accountings, and final settlement documents for estates and trusts.
- Facilitate asset transfers into trusts, managing tasks like bank account transfers, stock transactions, and real estate deed processing.
- Manage financial records of trusts and correspond with grantors and beneficiaries as needed.
- Create fiduciary income tax returns for trusts and communicate tax liabilities to beneficiaries using IRS Schedules K-1.
- Draft gift tax returns and maintain a comprehensive calendar system for tax deadlines.
- Assess assets for valuation purposes and compile inventories, accountings, and final settlement documents for estates and trusts.
- Facilitate asset transfers into trusts, managing tasks like bank account transfers, stock transactions, and real estate deed processing.
- Manage financial records of trusts and correspond with grantors and beneficiaries as needed.
Guardianship/Conservatorship:
- Prepare petitions to initiate proceedings, personal well-being reports, notices, and closing documents.
- Handle accountings for guardianship and conservatorship matters.
- Conduct preliminary asset valuations for wards/conservatees.
- Prepare petitions to initiate proceedings, personal well-being reports, notices, and closing documents.
- Handle accountings for guardianship and conservatorship matters.
- Conduct preliminary asset valuations for wards/conservatees.
Estate Administration:
- Maintain a detailed calendar system for estate administration deadlines and court appearances.
- Obtain wills and file necessary documents for probate proceedings, liaising with court personnel and identifying interested parties.
- Coordinate with out-of-state attorneys for ancillary proceedings, such as property transfers and insurance benefit inquiries.
- Manage publication of creditor notices and review creditor claims.
- File life insurance and other death benefit claims.
- Gather and review financial records, prepare tax returns, and collect documentation for tax audits.
SKILLS AND QUALIFICATIONS:
- Strong organizational and project management abilities.
- Proficiency in online legal research tools and resources.
- Excellent communication skills, both written and verbal.
- Demonstrated sound judgment and ability to work autonomously.
- Intermediate to advanced proficiency in Microsoft Excel and HotDocs.
- Experience with tax software programs.
EDUCATION:
- Bachelor's Degree and Paralegal Certification from an ABA-approved program.
- Maintain a detailed calendar system for estate administration deadlines and court appearances.
- Obtain wills and file necessary documents for probate proceedings, liaising with court personnel and identifying interested parties.
- Coordinate with out-of-state attorneys for ancillary proceedings, such as property transfers and insurance benefit inquiries.
- Manage publication of creditor notices and review creditor claims.
- File life insurance and other death benefit claims.
- Gather and review financial records, prepare tax returns, and collect documentation for tax audits.
SKILLS AND QUALIFICATIONS:
- Strong organizational and project management abilities.
- Proficiency in online legal research tools and resources.
- Excellent communication skills, both written and verbal.
- Demonstrated sound judgment and ability to work autonomously.
- Intermediate to advanced proficiency in Microsoft Excel and HotDocs.
- Experience with tax software programs.
EDUCATION:
- Bachelor's Degree and Paralegal Certification from an ABA-approved program.
Qualified candidates, please submit your resume for immediate consideration!
All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, national origin, sex, gender identity, sexual orientation, disability status, protected veteran status or any other protected status under the law.
EverStaff is an equal opportunity employer (M/F/D/V/SO/GI).
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About Troy, MI
Ready to take your career to new heights? Discover exciting job opportunities in and around Troy, Michigan, and unlock your potential in this vibrant and dynamic region. Located in the heart of Metro Detroit, Troy offers a perfect blend of urban convenience and scenic beauty, with renowned art galleries like the Detroit Institute of Arts just a short drive away, top-tier theaters like the Fox Theatre, and thriving businesses providing ample room for professional growth. Indulge in the diverse culinary scene, including local favorites like Detroit-style pizza, and catch a game to cheer on the Detroit Lions at Ford Field or the Detroit Tigers at Comerica Park. With a plethora of parks, such as Boulan Park and Sylvan Glen Lake Park, and a strong sense of community, Troy is the ideal place to build your career and enjoy a fulfilling lifestyle.