The paralegal work consists of Estate, Trust, Personal, Not-for-Profit and Personal Real Estate matters.

Essential duties and responsibilities

• Drafting petitions and the supporting documents for probate, ancillary probate, administration, accounting, appointment of a trustee and request of a trustee to resign
• Going to various Surrogate's Courts to file Wills, petitions and other papers
• Assisting Executors with the collection of estate assets
• Obtaining appraisals and valuations for estate tax purposes and collecting information for estate tax audits
• Preparing applications for federal and state releases of estate tax liens. 

Education and/or experience

• Bachelor’s degree required
• Three to Five years’ experience in Estates & Personal
• Paralegal certificate with specialization of Trusts & Estates preferred