Philadelphia Estate Planning Council

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  • Thursday, April 30, 2020 8:55 AM | Anonymous

    Faegre Drinker, an Am Law 50 law firm, is searching for a Paralegal to join our Private Client team in Philadelphia. 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 in this job:

    • 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

    Company Benefits:

    • Encouragement to prepare for future responsibilities and career success by pursuing in-firm and off-site professional and educational opportunities
    • Opportunities to contribute to the health and vitality of the communities where we live and work through our tradition of pro bono, volunteerism and philanthropy
    • On-site gym and cafeteria
    • 35-hour work week with a one-hour lunch break
    • Business casual attire
    • Professional environment and the opportunity to work with experts at the top of their fields
    • Variety of health plan options, as well as dental and vision plans
    • Generous vacation and sick days
    • Convenient location in Center City

    Position Expectations:

    • Experience in tracking billable time
    • 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

    Job Requirements:

    • 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.)

    URL to apply:

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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