Trusts And Estates Paralegal - (Philadelphia, PA)

Trusts and Estates ParalegalThe applicant will independently administer complex estates and trusts. Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement. Maintain financial records for use in preparing tax returns and fiduciary accountings. Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns. Prepare fiduciary accountings for estates and trusts. Prepare various projections and calculations used for financial, tax, and estate planning purposes. Prepare Receipt and Release Agreements, Schedules of Distribution, and related documentation, for informal settlement of estates and trusts.