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Trusts & Estates Planning/Admin Specialist

Location : Richmond, VA
Job Type : Direct
Hours : Full Time
Travel : No
Relocation : No

Job Description :

This position includes billable substantive client work and administrative support for the team, and promises substantial client contact, autonomy, and a great potential to enhance and broaden your skills/knowledge in the fields of trusts and estates planning and administration.

Job Duties and Responsibilities:

  • Meet and communicate directly with sophisticated clients on estate planning matters.

  • Draft standard estate planning forms and other legal documents (power of attorney, wills, court petitions, resignations, etc.).

  • Administer decedents’ estates, including the preparation of fiduciary accountings and estates tax returns.

  • Assist in the preparation of estate and gift tax returns.

  • Facilitate trust administrations.

  • Prepare probate petitions, Inventories and Administration Accounts.

  • Create valuation reports for securities.

  • Assist with sale and transfer of assets, including real estate.

  • Prepare various Probate filings and prepare attorney for court proceedings.

  • Schedule and manage court filings in timely manner.

  • Maintain and balance Estate & Trust checkbooks.

  • Prepare Receipts and Releases in connection with distributions from an estate or trust.

  • Handle practice management duties such as: file opening, conflicts checks, file management

  • Handle client billing

Required Qualifications :

Skills and Education Requirements:

  • College degree and/or paralegal certificate preferred.

  • Minimum of 3 years of experience in trusts and estates planning & administration work.

  • Experience with recording billable time

  • Excellent communication skills both verbally and written.

  • Meticulous attention to detail and organizational skills.

  • Proficiency in Microsoft Office 365 suite, Internet research skills, document management systems, attorney time entry software.

  • Ability to identify and understand issues in case and proactively assist attorneys.

  • Ability to effectively set priorities, meet deadlines, multi-task and reprioritize to accommodate urgent requests.

  • Strong interpersonal skills; ability to interact with attorneys, staff, clients, and external parties.

  • Ability to maintain confidentiality in all Firm and client matters.

  • Proven behavior that displays reliability and professionalism.

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1650 Willow Lawn Drive
Suite 300
Richmond, VA 23230

(804) 282-1289

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An Affiliate of
ProspectBlue Ventures


1650 Willow Lawn Drive
Richmond, VA 23230

Suite 300

(804) 282-1029

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An Affiliate of
ProspectBlue Ventures