Paralegal- Trust & Estates

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Paralegal- Trust & Estates


DESCRIPTION:


Gather information and documentation relating to terminating/transferring trust accounts to provide to outside counsel in connection with the preparation of Trust Accountings and Receipt, Release and Indemnification Agreements (together, “Transfer Documents”) and to successor trustee(s) in connection with their due diligence prior to accepting the trust accounts

Review trust agreements to identify co-trustees and beneficiaries and review trust files to provide relevant biographical and contact information to outside counsel/successor trustee(s

Prepare timeline of history of trustee appointments, with copies of all appointment/resignation documents, for outside counsel

Prepare distribution and realized gain/loss schedules

Coordinate the collection of final trustee fees with finance department

Circulate completed Transfer Documents to all interested parties for signature

Provide successor trustee(s) with 3 years of prior tax returns and prior year’s tax documentation (1099s, K-1s, gain/loss schedules, etc.)

Effectuate transfer of trust assets to successor trustee(s) once properly executed Transfer Documents are received
REQUIREMENTS
QUALIFICATIONS:
•Minimum of 3 years trust and estate administration experience at a paralegal level.
•Must be goal-oriented, organized and detail oriented.
•Strong verbal and written communication skills.