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Wealth Preservation Paralegal

Company: LHH
Location: Morristown
Posted on: June 20, 2022

Job Description:

Wealth Preservation ParalegalLHH is searching for a Wealth Preservation Paralegal for a Morristown, NJ law firm. This position would be in office and be full-time.This person should have at least 3 years of experience as a paralegal and be easily trained.Requirements:

  • Obtain letters of administration, testamentary, guardianship and trusteeship;
  • Assist with bonding process for administrators, executors, guardians and trustees;
  • Maintain and prepare fiduciary accountings;
  • Manage estate administration process (including calendaring and coordination of document collection process with clients);
  • Prepare state and federal tax returns (including income, estate, inheritance and gift tax returns);
  • Prepare estate and trust settlement agreements, refunding bonds and releases;
  • Prepare surrogate court filings;
  • Calculate fiduciary commissions;
  • Prepare and conduct necessary financial audits for government benefit applications, including Medicaid and the New Jersey Division of Developmental Disabilities;
  • Prepare government benefit redeterminations and informal accountings;
  • Calendar government benefit applications, manage verification process and coordinate document collection process with clients;
  • Prepare estate planning documents including last wills and testament, powers of attorney, living wills, and trusts under attorney supervision; andQualifications:
    • Demonstrated ability to consistently provide premium client service in a cost-effective manner.
    • Demonstrated ability to draft client-related documentation specific to assigned practice area, including but not limited to, correspondence, pleadings, closing papers, factual research memoranda, budgets, discovery, and motion papers.
    • Demonstrated proficiency in performing factual investigation and research.
    • Demonstrated ability to understand, interpret and apply court rules.
    • Ability to meet with or interview clients, experts, and witnesses.If interested and have the required experience, please apply through LinkedIn!Equal Opportunity Employer/Veterans/DisabledTo read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records.

Keywords: LHH, Newark , Wealth Preservation Paralegal, Accounting, Auditing , Morristown, New Jersey

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