Are you ready to dive into the world of trusts and estates with a smile? As a Trust and Estate Legal Assistant, you’ll be the unsung hero behind the scenes, making sure everything runs smoother than a well-oiled machine. Here’s what you’ll be up to:
Responsibilities:
- Client Interaction: Meeting with clients, trustees, and family members. Think of yourself as the friendly neighborhood legal superhero, swooping in to save the day with your charm and expertise.
- Document Preparation: Drafting correspondence, legal documents, deeds, asset spreadsheets, and probate pleadings. Basically, you’ll be the wizard of paperwork, turning legal jargon into something even your grandma could understand.
- Tax Preparation: Preparing federal estate tax returns and gift tax returns. You’ll be the tax whisperer, making numbers behave and ensuring Uncle Sam gets his due without any drama.
- Administrative Tasks: Reviewing bank statements, notarizing documents, and organizing and maintaining client files. You’ll be the master of organization, keeping everything in tip-top shape like a well-organized sock drawer.
- Meeting Attendance: Attending trust and estate beneficiary meetings and assisting in retitling assets.
- Bookkeeping: General bookkeeping duties as needed, recording billable time, and managing billing processes. You’ll be the financial guru, balancing books like a pro and making sure every penny is accounted for.
Qualifications:
- Experience: Typically, 3 years of experience in estate and trust administration, including probate procedures.
- Skills: Strong organizational skills, taking initiative, attention to detail, and proficiency in legal software and Microsoft Office. If you can find a needle in a haystack, this job is for you.
- Education: A bachelor’s degree or relevant certification in paralegal studies is often preferred, but not required. If you have a degree in “Keeping Calm Under Pressure,” that’s a bonus!