Job description

Womble Bond Dickinson (US) LLP is currently seeking a talented Trusts & Estates paralegal to join the Firm’s North or South Carolina office. The position requires an understanding of and experience in the field of estate planning and/or estate administration as well as experience drafting estate planning documents and probate forms, including accountings, required by the probate court preferred. This position offers the opportunity to work closely with attorneys, fiduciaries, financial institutions, accountants, and clients in the administration of estates and trusts, while providing exceptional client service to families navigating significant life events. RESPONSIBILITIES : • Assist attorneys with all aspects of estate and trust administration • Prepare probate pleadings, notices, inventories, accountings, receipts, and other court filings • Communicate with personal representatives, trustees, beneficiaries, financial advisors, CPAs, and financial institutions • Collect, organize, and analyze asset information • Coordinate transfers of estate and trust assets • Assist with fiduciary income tax return preparation and information gathering • Proficiency with tax software systems • Experience with preparation fiduciary income tax returns • Experience with preparation of federal estate tax returns • Maintain estate and trust administration calendars and monitor deadlines • Prepare correspondence, reports, and client communications • Manage and organize electronic and physical client files • Support attorneys in delivering a high level of client service and responsiveness • Proficient use of any and all technology REQUIREMENTS : • 5+ years of estate administration, probate, or trust administration experience preferred • Strong understanding of probate court procedures and estate and trust administration processes • Works well in a demanding, high-paced environment • Excellent organizational skills and attention to detail • Ability to manage multiple matters simultaneously • Strong written and verbal communication skills • Proficiency with Microsoft Office and legal practice management software • Ability to work independently while collaborating effectively with attorneys and staff An Equal Opportunity/Affirmative Action/Pro Disabled and Veteran Employer.

Requirements

Must-haves

Assist attorneys with all aspects of estate and trust administration
Prepare probate pleadings, notices, inventories, accountings, receipts, and other court filings
Communicate with personal representatives, trustees, beneficiaries, financial advisors, CPAs, and financial institutions
Collect, organize, and analyze asset information
Coordinate transfers of estate and trust assets
Assist with fiduciary income tax return preparation and information gathering
Proficiency with tax software systems
Experience with preparation fiduciary income tax returns
Experience with preparation of federal estate tax returns
Maintain estate and trust administration calendars and monitor deadlines
Prepare correspondence, reports, and client communications
Manage and organize electronic and physical client files
Support attorneys in delivering a high level of client service and responsiveness
Proficient use of any and all technology
Strong understanding of probate court procedures and estate and trust administration processes
Works well in a demanding, high-paced environment
Excellent organizational skills and attention to detail
Ability to manage multiple matters simultaneously
Strong written and verbal communication skills
Proficiency with Microsoft Office and legal practice management software
Ability to work independently while collaborating effectively with attorneys and staff
An Equal Opportunity/Affirmative Action/Pro Disabled and Veteran Employer.

Nice-to-haves

5+ years of estate administration, probate, or trust administration experience preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ukg
Effort: medium