Estate and Succession Planning and Administration Paralegal

Special Counsel is currently recruiting an Estate and Succession Planning and Administration Paralegal to assist attorneys at the Cleveland office of a regional law firm.  Competitive salary and benefits package.

RESPONSIBILITIES:

  • Assisting with preparation of Federal Estate Tax Returns (Form 706), Federal Gift Tax Returns (Form 709), Federal Estate & Trust Income Tax Returns (Form 1041).
  • Coordinate with accountants and attorneys to provide information for preparation of income tax returns
  • Preparation of Forms SS-4 and obtaining taxpayer identification numbers for estates and trusts
  • Assist with tax authority audit responses 
  • Prepare trust reports and trust accountings, notices of trust and Crummey notices.
  • Assist with gathering asset information including obtaining valuations of assets and retitling and processing assets
  • Assist attorneys with the administration of decedent’s trusts and estates: calendar deadlines and notice of hearings
  • Prepare deeds and supporting documents to transfer title to real property to trusts or LLCs.
  • Coordinate distributions to beneficiaries including calculation of distribution of assets, preparation of receipts, waivers and consents
  • Prepare and file probate court documents: initial documents, inventories, accountings, motions, proofs of service, guardian ad litem petitions, etc.
  • Assist with drafting pleadings for various probate court actions
  • Maintain accounts including but not limited to payment of expenses and check registers for fiduciaries
  • QUALIFICATIONS:

  • Bachelor's degree or paralegal certificate required.
  • 2 years or more experience in trust and estate administration, to include experience preparing and filing of Federal Estate Tax Returns (Form 706), Federal Gift Tax Returns (Form 709), Federal Estate & Trust Income Tax Returns (Form 1041).
  • Working knowledge and understanding of Federal Estate Tax law and procedure.
  • Skill in the use of software systems and tax programs: Word, Excel, Adobe Acrobat DC, and Power Point.
  • Detail oriented; excellent proofreading skills
  • Excellent oral and written communication skills
  • Would you like to learn more about the Estate and Succession Planning and Administration Paralegal position that Special Counsel is recruiting for in Cleveland, Ohio?  If so, then please submit your resume below.  Or, visit our website at www.specialcounsel.com to apply or consider other available opportunities with us.  



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