Position Overview
Description
Trust and Estate Administration Paralegal
Our client, a leading Elder Law Firm located in Cherry Creek is seeking a 2 plus years Paralegal to support their busy estate administration practice. This is a transactional paralegal position.
Responsibilities include:
· Drafting legal documents documents and correspondence
· Draft court filings and other government filings (IRS and Secretary of State)
· Gathering and reviewing documentation from clients and third parties to determine tasks of administration and case priorities
· Asset and creditor evaluation and analysis
· Perform and assist in tasks for funding trusts and entities, including titling and retitling of assets
· Attorney/Client meetings and communication, including with other professionals and advisors
· Assist in preparation of 706/709 Estate and Gift tax returns
· Draft other legal documents, such as Estate Planni...