Philadelphia Estate Planning Council

Details

Private Client Paralegal - Faegre Drinker

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: https://jobs.brassring.com/1033/ASP/TG/cim_jobdetail.asp?partnerid=25727&siteid=5377&Areq=1287BR


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

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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