Trusts Estates Paralegal

Williams Mullen Clark Dobbins Pc; Virginia Beach (VA); On-site; USD 52,000 - 65,000; Full time

Job summary

Williams Mullen is seeking a Trusts & Estates paralegal for our Virginia Beach office to support administration of trusts and estates and to build strong relationships with trustees, executors, beneficiaries, investment advisors, accountants and court officials. This is a 100% in-office role.

Duties include drafting tax returns, inventories and accounts; coordinating distributions; maintaining trust records; preparing filings to admit testamentary documents; and assisting with asset location,

Qualifications

• Bachelor's Degree and/or paralegal certificate preferred.
• 3+ years of experience in trusts & estates.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Real estate background and experience with general corporate and tax filings a plus.

Responsibilities

• Establish and maintain relationships with trustees, executors, beneficiaries, investment advisors, accountants, insurance agents, appraisers and court officials throughout the process of administering trusts and estates.
• Draft tax returns, inventories, accounts and related documentation for property transfers and distributions.
• Coordinate periodic income and principal distributions from trusts and the transfer of assets into trusts.
• Maintain financial records for trusts and estates.
• Prepare schedules of allocations to trusts under will; distribute assets at termination of the trust.
• Prepare paperwork for admitting testamentary documents to court and qualification of personal representatives.
• Determine location and titling of decedent's assets and assist Executor or administrator with collection and valuation of assets.
• Maintain records for estate investments.
• Draft affidavits, statements, schedules, settlements, orders, tax returns, accountings and documents to effect transfer and distribution of assets to beneficiaries.

Skills

Verbal communication

Written communication

Organizational skills

Multitasking

Real estate background

Education

Bachelor's Degree

Paralegal certificate

Job description

Job Description

Job Description

Williams Mullen is seeking a Trusts & Estates paralegal for our Virginia Beach office who will establish and maintain strong relationships with trustees, executors, beneficiaries, investment advisors, accountants, insurance agents, appraisers and court officials throughout the process of administering assigned trusts and estates. This position is located in our Virginia Beach office and is a 100% in-office role.

Trust duties include:

• Drafting tax returns, inventories, accounts, and related supporting information and related documentation for property transfers and distributions.
• Coordinating periodic income and principal distributions from trusts and the transfer of assets into trusts.
• Maintaining financial records or trusts.
• Preparing schedule of allocations to trusts under will
• Distributing trust assets at termination of the trust

Estate duties include:

• Preparation of all paperwork necessary for admitting testamentary documents to record with the court and qualification of personal representative.
• Determine location and titling of decedent's assets based on records and assist Executor or administrator with collection and valuation of assets.
• Maintain records for estate investments.
• Drafting or assistance with drafting affidavits, statements, schedules, settlements, orders, tax returns, accountings and documents to effect transfer and distribution of assets to beneficiaries.

Real estate background and experience handling general corporate and tax filings a plus

Education, Skills and Experience

Bachelor's Degree and/or related paralegal certificate preferred

3+ years of experience in trusts & estates and working in law firm environment

Excellent verbal and written communication skills

Strong organizational skills and attention to detail

Ability to Manage and Prioritize Multiple tasks with multiple files on an ongoing basis

Williams Mullen is an equal opportunity employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to age, race (including characteristics commonly associated with race, including hairstyle), color, ethnicity, national origin, religion, creed, medical condition, including pregnancy and childbirth, disability, genetic information, gender identity and expression, marriage or parental status, sexual orientation or Veteran's status.