Estate and Succession Planning Paralegal
EverStaff
- Troy, MI
- $75,000 per year
- Permanent
- Full-time
Estate Planning:
- Utilize HotDocs software to draft estate planning documents such as Wills, Trusts, and Durable Powers of Attorney for clients.
- Prepare gift tax planning documents, including irrevocable trusts, and associated paperwork.Trust Administration:
- Create fiduciary income tax returns for trusts and communicate tax liabilities to beneficiaries using IRS Schedules K-1.
- Draft gift tax returns and maintain a comprehensive calendar system for tax deadlines.
- Assess assets for valuation purposes and compile inventories, accountings, and final settlement documents for estates and trusts.
- Facilitate asset transfers into trusts, managing tasks like bank account transfers, stock transactions, and real estate deed processing.
- Manage financial records of trusts and correspond with grantors and beneficiaries as needed.Guardianship/Conservatorship:
- Prepare petitions to initiate proceedings, personal well-being reports, notices, and closing documents.
- Handle accountings for guardianship and conservatorship matters.
- Conduct preliminary asset valuations for wards/conservatees.Estate Administration:
- Maintain a detailed calendar system for estate administration deadlines and court appearances.
- Obtain wills and file necessary documents for probate proceedings, liaising with court personnel and identifying interested parties.
- Coordinate with out-of-state attorneys for ancillary proceedings, such as property transfers and insurance benefit inquiries.
- Manage publication of creditor notices and review creditor claims.
- File life insurance and other death benefit claims.
- Gather and review financial records, prepare tax returns, and collect documentation for tax audits.SKILLS AND QUALIFICATIONS:
- Strong organizational and project management abilities.
- Proficiency in online legal research tools and resources.
- Excellent communication skills, both written and verbal.
- Demonstrated sound judgment and ability to work autonomously.
- Intermediate to advanced proficiency in Microsoft Excel and HotDocs.
- Experience with tax software programs.EDUCATION:
- Bachelor's Degree and Paralegal Certification from an ABA-approved program.Qualified candidates, please submit your resume for immediate consideration!All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, national origin, sex, gender identity, sexual orientation, disability status, protected veteran status or any other protected status under the law.EverStaff is an equal opportunity employer (M/F/D/V/SO/GI).