Faegre Drinker, an Am Law 50 law firm, is searching for a Paralegal to join our Estate Administration Paralegal team in Princeton. As a private client paralegal, you will support experienced lawyers in all aspects of estate administration, from inception through termination. This position will work with other talented individuals who share a passion for doing great work in the best interest of our clients.
What you would do:
Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration
Prepare probate and administration documents for formal and informal proceedings
Collect, analyze and organize decedent’s financial records, including tax returns, intervivos trust agreements, gift tax returns and financial statements
Value decedent’s assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate
Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor’s deeds
Consider post-mortem estate planning and prepare disclaimer documents
Prepare U.S. and non-resident estate tax and inheritance tax returns
Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts
Compile materials required in connection with an audit of estate and/or inheritance tax returns
Prepare and file Accountings and related settlement documents
Assist attorneys, as needed, in connection with drafting Wills, other estate planning documents and estate litigation documents
Special projects and duties, as assigned
What is expected:
Ability to manage workflow and work under tight deadlines and other time constraints with competing and shifting priorities
Excellent interpersonal, written and verbal communication skills
Ability to work independently while effectively working as part of a team
Strong research and investigative skills
Ability to problem solve and maintain good judgment and strict confidentiality
Ability to accept ownership of projects and successfully drive the project tasks on a daily basis
Positive and professional demeanor
What we offer:
Opportunity to participate in firm-sponsored volunteer events
Wellness programming with personalized content and activities
Professional environment and the opportunity to work with experts at the top of their fields
Variety of health plan options, as well as dental, vision and 401(k) plans
Generous paid time off
Hybrid work arrangement
Apply now if you are ready to join the Faegre Drinker team!
What is required:
Bachelor’s degree or equivalent experience required; paralegal certificate strongly preferred
5+ years of experience in trusts and estates required
Experience as a paralegal in a law firm strongly preferred
Previous experience with a variety of tax programs, including programs for estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations
Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.)
Faegre Drinker is a top 50 firm designed for clients. With more than 1,300 experienced attorneys, consultants and professionals in 22 locations across the United States, United Kingdom and China, we partner with clients ranging from emerging startups to multinational corporations, delivering comprehensive and customized advice to advance their most ambitious business objectives. Our culture is firmly rooted in relentless client focus and mutual trust that empowers collaboration. We are committed to our communities and to building a diverse and inclusive firm that reflects those communities and our clients. Bolstered by our collective history, Faegre Drinker moves boldly into the future, investing in the talent, technology and innovation to continually provide clients with exceptional service, collaborative experiences, innovative approaches and value.
