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Our client, a successful Trusts & Estates law firm, is seeking an experienced Estate Administrator to join their legal team. In this role, you will play a pivotal part in managing estate administration processes, collaborating with attorneys, clients, and probate courts to ensure smooth and compliant estate management. This position requires a strong attention to detail, excellent organizational skills, and the ability to provide compassionate service to clients during sensitive times.
Job Responsibility:
Interact with clients to obtain necessary information/documentation for complete probate process
Handle probate proceedings from appointment of personal representative to final distributions of estate including valuation of assets, drafting of all court forms, petitions and final distribution of assets
Establish estate accounts, arrange for payments of expenses, collect life insurance proceeds, execute insurance transfers and obtain federal and state lien releases
Work with estate planning attorneys preparing and calculating GRAT, QPRT and Charitable Trusts
Trust Administration
including establishing distributions on a calendar and non-calendar basis and preparing Trust accounts
Prepare federal estate tax, gift and fiduciary tax returns, calendar and prepare estimated tax payments, respond to Internal Revenue Service and state assessments and inquiries
Requirements:
A minimum of 4 years related experience in probate or trust department of a law firm (as a paralegal, estate administrator, etc.)
Familiarity with probate court procedures, documents and terms
Knowledge of probate court rules, regulations and laws
Excellent organization, time management and attention to detail
Excellent communications skills both verbally and in writing
Experience using word processing, spreadsheet and tax software
Knowledge of State probate system, probate court rules and procedures, laws and regulations relating to probate and the administration of estates