Trusts and Estates Paralegal The candidate will join the Research Triangle Park Office. Trust duties include: Obtaining a tax identification number; Drafting tax returns, inter vivos trust agreements, inventories, accounts, petitions and pleadings; coordinating periodic income and Principal distributions from trusts and the transfer of assets into trusts; performing investment analysis and routine trust accounting; maintaining Financial records of trusts; making income payments to trust beneficiaries; preparing schedule of allocations to trusts under will; and distributing trust assets at termination of the trust. Estate duties include: Arranging for filing the death certificate, notice to creditors and Security of a decedent's homestead; determining assets requiring protection, documentation necessary to effect sale or transfer of assets, when formal appraisals are necessary and whether decedent left a will and its location; Drafting affidavits, statements, schedules, settlements, orders, tax returns and petitions; and maintaining estate records, Bank accounts and investments.

Bachelor's Degree and/or related Paralegal certificate required. 4+ years of experience in trusts & estates and working in law firm environment required. Should have excellent verbal and written communication skills. Real estate background and experience handling General corporate and tax filings a plus. Knowledge of Interwoven/FileSite or comparable document sharing programs and knowledge of Elite Webview or comparable time keeping program required.

The Mid-Atlantic legal market is unusual.  Often, one of the better law firms will have its central office in a smaller market, maintaining a satellite office in Washington DC.  This firm is a good example of a firm whose Washington DC presence is much more a cog in the wheel than driving the train.  Therefore, this solid and growing firm (who recently acquired a smaller firm, bringing its total attorneys to over 200) does a good job of balancing the power center of the firm over its many locations throughout Virginia and up the East Coast.  Although this firm has every major practice area, the corporate section has been the most vital in recent years in terms of growth and development.  The Washington office itself sees a good bit of traditional regulatory work, but often works in concert with lawyers out of the Richmond office.  A small firm feel overall with a mid-sized regional presence, this firm will likely continue to establish its mark in the region.


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