Trust and Estate Administration Attorney

100KCrossing; Fort Wayne (IN); On-site; USD 52,000 - 70,000; Full time

Job summary

100KCrossing is seeking a paralegal or related professional with an interest in federal estate, gift, and fiduciary tax matters. You will interact directly with clients and their advisors to support estate and trust administrations.

The role involves drafting pleadings, filing with courts, and coordinating with real estate and tax records to ensure accurate accountings. The ideal candidate will have paralegal certification or a degree in the field and experience with court filings or estate

Qualifications

• Interest in federal estate, gift, Generation‑Skipping, and fiduciary income tax.
• Experience in estate planning is helpful but not required.
• Direct interaction with clients and advisors is a core part of the role.

Responsibilities

• Drafting court pleadings, proposed orders, and notices.
• Sending and receiving correspondence to/from clients.
• Meeting with clients.
• E‑filing pleadings and motions electronically with the Court.
• Reviewing real estate records, financial records, and income tax returns related to a decedent’s assets.
• Preparing accountings and funding calculations.
• Advising clients regarding federal estate, gift, Generation‑Skipping, and fiduciary income tax matters.
• Preparing gift and estate tax returns.

Skills

Client interaction

Legal drafting

Attention to detail

Time management

Education

Paralegal certification

Bachelor's degree in Paralegal studies

Tools

Court e-filing systems

Job description

The position seeks a candidate with an interest in federal estate, gift, Generation‑Skipping, and fiduciary income tax. The role involves immediate and direct client interaction, assisting clients and their advisors with estate and trust administration matters. Background experience in estate planning, real estate, corporate, and non-profit areas is helpful but not required.

Daily Responsibilities include:

• Drafting court pleadings, proposed Orders, and Notices.
• Sending and receiving correspondence to/from clients.
• Meeting with clients.
• E‑Filing pleadings and motions electronically with the Court.
• Reviewing real estate records, financial records, and income tax returns regarding a decedent’s assets.
• Preparing accountings and funding calculations.
• Advising clients regarding federal estate, gift, Generation‑Skipping, and fiduciary income tax matters.
• Preparing gift and estate tax returns.