Trust and Estate Administration Associate

Job Overview

A law firm seeks a Trust and Estate Administration Associate in Virginia Beach, VA. The role involves managing trust and estate administration, tax planning, and preparation, ensuring compliance and effective client communication.

Duties

• Meet with attorneys, clients, and professionals to discuss cases.
• Draft legal documents and file motions according to procedures.
• Research and analyze legal sources; provide written analysis.
• Prepare and manage case files, including exhibits and pleadings.
• Assist with hearing preparations and maintain billable hour records.
• Facilitate probate estate and trust transfers and distributions.
• Communicate with clients, trustees, and beneficiaries.
• Prepare probate documents, inventories, and accountings.
• Manage estate and trust administration files and compliance calendars.
• Prepare and file documentation for distributions and taxes.
• Maintain estate and trust checkbooks and calculate fees.
• Gather tax forms and information for tax preparers.
• Draft and edit petitions and supporting documents.
• Conduct legal research on wills, trusts, and entitlement issues.

Requirements

• Experience in trust and estate administration or tax planning preferred.
• Ability to work independently and manage deadlines.
• Strong customer service and communication skills.
• Ethical behavior and confidentiality maintenance.
• Advanced computer skills, including Microsoft products.

Education

• Bachelor's degree preferred.
• Financial services or tax certifications preferred.

Certifications

• Relevant financial or tax certifications preferred.

Skills

• Proficiency in accounting practices and procedures.
• Strong written and oral communication skills.
• Ability to prioritize and anticipate work needs.

Benefits

• Productivity-based bonuses.
• Retirement plan with firm contributions.
• Health care benefits, including disability coverage.
• Vision and dental insurance available.
• Relocation cost reimbursement.
• Work-life balance and family time emphasis.