Trusts & Estates Paralegal

Special Counsel is currently recruiting an experienced paralegal versed in all aspects of the administration of probate matters and trusts and estates for anticipated metro Detroit law firms' needs.  

Responsibilities:

  • Assist in preparation of all estate planning documents, including deeds, transfers, etc.
  • Prepare/ file/ calendar all probate matters (Guardianships, Conservatorships, etc.).
  • Analyzes records provided by clients, CPAs, banks and corporate fiduciaries, identifies assets held at death, values all estate assets.
  • Drafts Federal and State Estate Tax Returns and proofread for accuracy.  The candidate must have experience with the preparation of federal estate tax returns (Form 706) and federal gift tax returns (Form 709) and should have familiarity with fiduciary income tax returns (Form 1041).
  • Analyze financial records and drafts internal office inventories, Probate Court Inventories and Fiduciary and Trust Accountings
  • Provides guidance to clients and fiduciaries regarding estate administration tasks and provides information to CPAs to facilitate income tax return preparation.
  • Assists clients and others in collecting estate assets by compiling required legal transfer documentation and completes claim and new account forms.
  • Manages checkbooks for Estate and Trust funds and maintains accountings of funds received and expended.
  • Qualifications:

  • Degree or certificate in paralegal studies preferred
  • Five or more years of probate paralegal experience preferred
  • Strong organization skills and an ability to prioritize and multi-task
  • If you meet the above, please apply ASAP!



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