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 https://www.lhh.com/us/en/candidate-privacyThe 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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