Trust And Estates Paralegal
Current•Manage all phases of trust and estate administration, including organizing and analyzing asset information.•Prepare probate court filings, inventories, and accountings.•Research and draft grant deeds, trust transfer deeds, and supporting documents.•Assist with the preparation of estate and gift tax returns.•Communicate with clients, beneficiaries, and financial institutions regarding estate and trust matters.•Maintain and organize client files, both electronic and physical.•Conduct legal research related to trust and estate issues.•Prepare and update status reports for attorneys and clients.•Attend trust and estate beneficiary meetings as needed.•Notary Public - serve as an impartial witness to the signing of important documents.