• Posted on: Jun 27, 2024
  • Location: Houston, TX
  • Job ID: 9094cafe
  • Type: Full Time
  • Category: Legal
  • Posted on: Jun 27, 2024
  • Location: Houston, TX
  • Job ID: 9094cafe
  • Type: Full Time
  • Category: Legal

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Our client, a growing Houston area law firm, is ready to hire an experienced Paralegal.  This is a direct hire/permanent opportunity and is in the office Monday through Friday.
 

Essential Functions

  • Attendance and note-taking at initial client meetings and/or phone conferences upon request by attorney.
  • Prepare initial drafts of wills, trusts and durable powers of attorney for attorney review.
  • Assist in updates to beneficiary designations to coordinate with new estate planning documents.
  • Maintain list of gift tax returns required on an ongoing basis and prepare U.S. Gift Tax Return (Form 709).
  • Monitor deadlines in connection with numerous estates.
  • Prepare documents needed to commence the probate / administration process.
  • Coordinate logistics and assist attorneys during client meetings and document executions.
  • Arrange for appraisals of real estate and tangible personal property.
  • Assemble and evaluate debts of decedent, expenses of administration as possible deductions.
  • Prepare documents, including Form 706, Federal Form 8971 and State Estate & Inheritance Tax Returns.
  • Coordinate response to requests for additional information from tax authorities.
  • Prepare draft of waivers of accounting, approval of administration for beneficiaries.
  • Prepare formal, scheduled accounting for submission to Court, Attorney General.
  • Assist in the funding of marital and non-marital trusts and the transfer of assets to beneficiaries.

Qualifications

  • Excellent verbal and written communication skills.
  • Exceptional organizational skills, works according to priorities and ahead of deadlines.
  • Detail oriented with strong work ethic and ability to multi-task.
  • Strong work ethic and self-motivated; takes pride and ownership in work product.

Education and Experience

  • College degree required.
  • Paralegal Certificate equivalent combination of skills and experience preferred.
  • 1 or more years of experience working as a Paralegal preferred.
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