Estate Administration Paralegal jobs in United States
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Aimic Inc · 1 day ago

Estate Administration Paralegal

Aimic Inc is seeking an Estate Administration Paralegal to assist with various estate-related legal tasks. The role involves preparing documents, assisting with asset management, and ensuring compliance with tax regulations.

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Comp. & Benefits

Responsibilities

Preparation of probate petitions and ancillary documents
Assist with collection and retitling of assets
Prepare beneficiary designation forms for life insurance, retirement benefits, annuity contracts
Assist with sale and transfer of assets
Prepare correspondence to beneficiaries and creditors
Preparation of federal and state estate tax returns
Prepare fiduciary accountings
Preparation of Receipts and Releases in connection with distributions from an estate or trust and the termination of an estate or trust

Qualification

Paralegal certificateEstate tax programsFiduciary accounting programsMicrosoft OfficeHotDocs softwareClient service skillsAnalytical skillsCommunication skillsAttention to detailProblem-solving skills

Required

Bachelor's degree or equivalent
Minimum of 2 years of experience in a law firm setting
Excellent oral and written communication skills
Proficient in Microsoft Office, Excel, HotDocs software program; estate tax and fiduciary accounting programs

Preferred

Paralegal certificate
OneSource preferred

Benefits

Competitive Salary
Health care insurance
Vacation/paid time off
401(k) plan

Company

Aimic Inc

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Aimic based in Chantilly, Virginia, and established in 2003, is one of the leading Staffing, Consulting Services and Development Companies.

Funding

Current Stage
Late Stage
Company data provided by crunchbase