Overview
Trust & Estate Legal Assistant Jobs in Quincy, USA at Schmiedeskamp Robertson Neu & Mitchell LLP
Schmiedeskamp Robertson Neu & Mitchell LLP is looking for a Transactional Paralegal who can assist attorneys with all aspects of estate administration and planning as well as individual/corporate work. Responsibilities and Duties
- Organizing and analyzing asset information
- Valuation of assets
- Preparation of inventories
- Prepare asset transfer documents such as deeds and assignments
- Drafting probate pleadings, including fiduciary reports/accountings
- Assisting with Estate and Gift Tax return and Fiduciary return preparation
Essential Capabilities
- Excellent writing and research skills
- Attention to detail, organization, and ability to work with minimal supervision
- Excellent communication skills. The team member will communicate with clients, family members, trustees, tax auditors, and other attorneys, and professionals.
- Candidate will maintain client files and prepare materials for client meetings and assist with other documents or paperwork
- Must be self‑motivated and must manage time well, work proactively, and be aware of any issues that need to be brought to the attorney’s attention
- Should be proficient with MS Word, Excel, Office, and Outlook
Education
- Paralegal Certification from an ABA approved program is preferable, but not required
Experience
- A BA/BS with 1–4 years of related experience is preferable, but not required
#J-18808-Ljbffr
Title: Trust & Estate Legal Assistant
Company: Schmiedeskamp Robertson Neu & Mitchell LLP
Location: Quincy, USA
Category:
