Overview
Legal Support Analyst, Support Litigation Bureau Attorneys (6374) Jobs in New York, NY at Attorney General, Office of the
The Cummings & Lockwood LLC Probate Fiduciary Accountant responsibilities are not limited to the following and may be expanded through delegation by an Attorney or the Office Administrator.
Responsibilities
Prepare pleadings initiating an estate or guardianship court proceeding
Monitor and maintain files for estate administration, trust administration and guardianship
Review estate planning, will and trust documents
Prepare trust administration documents (i.e., acceptances of trustees, resignations and declinations of trustees, etc.)
Prepare trust and estate accounting
Draft memorandums and correspondences
Manage communication amongst attorneys, clients, beneficiaries and family members
Monitor trust and estate accounts, including payment of monthly expenses of an trust or estate
Research asset and debt information for trusts and estates
Prepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of assets to beneficiaries
Assemble necessary documents for a trust and estate administration tax return (i.e., estate tax, income tax and gift tax returns; collaborate on preparation of the tax return
Estate and guardianship legal research pertaining to issues
Locate beneficiaries of trust or estate, when necessary
Qualifications
High school diploma or GED required
Degree in business administration preferred
Three (3) years of Paralegal experience
Probate, trust administration matters and estate settlement experience
Proficiency in Microsoft Office, Excel and Outlook
Exceptional organization skills and attention to details
Excellent communication skills, both verbal and written
Able to prioritize, multitask effectively and manage time effectively
Team collaborator
Compensation
$60,000.00 – $80,000.00 – Dependent upon experience
Competitive benefits package
The Probate Fiduciary Accountant is an exempt role and not eligible for overtime
Paid Time Off (PTO) of twenty-five (25) the first year and thirty (30) days there after
Thirty-seven and a half (37½) hour work week
Job Type: Full-time
Pay: $60,000.00 – $80,000.00 per year
Benefits:
401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Referral program
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Experience:
Probate Paralegal: 3 years (Preferred)
Work Location: In person
Title: Legal Support Analyst, Support Litigation Bureau Attorneys (6374)
Company: Attorney General, Office of the
Location: New York, NY
