Hook Law · 1 day ago
Trust & Estate Administration Paralegal
Suffolk, VA
Full-time
Onsite
Entry, Mid Level
2+ years expHook Law is an esteemed team of dedicated professionals committed to providing best-in-class legal, financial, tax, accounting, and fiduciary client services. They are seeking a Trust & Estate Administration Paralegal to assist in the transfer and distribution of probate estates and trusts, prepare legal documents, and manage client communications. The role involves extensive legal research, documentation preparation, and compliance management in estate and trust administration.
Real Estate
Responsibilities
Meets with attorneys, clients, and other professionals to discuss assigned cases or projects
Drafts legal documents including routine pleadings and motions, affidavits, files motions and pleadings according to judicial procedures
Researches and analyzes statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys
Prepares, organizes, stores, and retrieves case files, which may include exhibits, depositions, pleadings, and other items
Assists attorneys with debts and demands and show cause hearing preparation
Develops and maintains records regarding billable hours spent on specific cases
Performs other related duties as assigned
Meeting with clients, trustees, family members and financial and tax advisors
Communicating with beneficiaries
Preparing correspondence, probate documents, inventories, annual accountings, deeds, asset spreadsheets, settlement agreements, change of ownership forms and proposals for distributions
Obtaining and/or calculating date of death value of decedent’s assets
Preparing sub-trust allocation schedules and distribution plans
Managing estate and trust administration and maintaining files and compliance calendars
Notifying beneficiaries
Preparing and filing all necessary documentation for distributions and taxes
Ensuring compliance with services related to estate and trust entity and maintenance
Creating tasks for deadlines, due dates, and reminders
Maintaining estate and/or trust checkbooks and paying bills
Calculating fees and beneficiary distributions
Calculating executor and trustee fees
Gathering necessary tax forms, income, and expense information to provide to tax preparer for decedent’s final individual tax return, estate and trust fiduciary tax return
Drafting and editing petitions and supporting documents required for estate and trust administration, probate, and conservatorship
Investigating and performing legal research regarding wills, trusts, entitlement issues, creditor claims, and conservatorship challenges
Preparing summaries and analyses of estate planning documents
Qualification
Required
Meets with attorneys, clients, and other professionals to discuss assigned cases or projects
Drafts legal documents including routine pleadings and motions, affidavits, files motions and pleadings according to judicial procedures
Researches and analyzes statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys
Prepares, organizes, stores, and retrieves case files, which may include exhibits, depositions, pleadings, and other items
Assists attorneys with debts and demands and show cause hearing preparation
Develops and maintains records regarding billable hours spent on specific cases
Performs other related duties as assigned
Meeting with clients, trustees, family members and financial and tax advisors
Communicating with beneficiaries
Preparing correspondence, probate documents, inventories, annual accountings, deeds, asset spreadsheets, settlement agreements, change of ownership forms and proposals for distributions
Obtaining and/or calculating date of death value of decedent's assets
Preparing sub-trust allocation schedules and distribution plans
Managing estate and trust administration and maintaining files and compliance calendars
Notifying beneficiaries
Preparing and filing all necessary documentation for distributions and taxes
Ensuring compliance with services related to estate and trust entity and maintenance
Creating tasks for deadlines, due dates, and reminders
Maintaining estate and/or trust checkbooks and paying bills
Calculating fees and beneficiary distributions
Calculating executor and trustee fees
Gathering necessary tax forms, income, and expense information to provide to tax preparer for decedent's final individual tax return, estate and trust fiduciary tax return
Drafting and editing petitions and supporting documents required for estate and trust administration, probate, and conservatorship
Investigating and performing legal research regarding wills, trusts, entitlement issues, creditor claims, and conservatorship challenges
Preparing summaries and analyses of estate planning documents
Preferred
Bachelor's degree, paralegal certification, financial services/tax certifications or 2+ years of experience in these fields preferred
Experience in Trust and Estate administration and/or tax planning and preparation preferred
Company
Hook Law
The experts at Hook Law have been helping people, families and higher-income individuals Plan for the Good Life for over 40 years.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase