Primary Duties and Responsibilities: The candidate will work closely with clients, attorneys and others in the Trust & Estates practice group. Responsibilities include all facets of trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; preparing federal estate tax returns and gift tax returns; preparing fiduciary income tax returns for estates and trusts; preparation and review of annual trust accountings; reviewing bank and brokerage statements; notarizing documents; and organizing and maintaining client files. Duties will include: Research, draft and file probate court documents Compile information, computations and draft federal and state estate tax returns Compile information, computations and draft federal gift tax returns Marshalling the collection and transfer of assets, payment of debts and administration expenses and the distribution of assets to beneficiaries for probate estates and funded trusts File wills in appropriate counties Prepare deeds Ensure proper docketing and timely filing of all tax returns and court papers Prepare and send correspondence, including composing transmittal letters, etc. Communicate with banks, other financial institutions and relevant parties to assist with administration of trust Prepare Guardianship/Conservatorship forms and assist with all necessary filings with the Court and CAAP Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting and other office services Meet with clients and attorneys concerning the estate and/or trust Accurate recording of time for billing purposes Desired Skills and Experience: College degree and paralegal certificate or equivalent Minimum of 5 years’ experience as a paralegal with a law firm or financial institution, specializing in the areas of probate estate administration Experience in preparation of probate court documents including opening and closing court papers, inventories and accounts Proficient in administration of probate estates and funded trusts, including the collection and transfer of assets, the payment of debts and administration expenses and the distribution of assets to beneficiaries Experience in preparation of federal estate tax returns Experience in preparation of federal gift tax returns preferred Proficiency in MS Word, Excel, and probate court e-filing software Notary or willingness to become notary preferred Interested candidates should submit a resume via email to debra.hartfiel@maslon.com.