Wealth Management Paralegal – Estate Administration vs. Planning

08 Mar 2019 8:32 AM | Julie Johnson (Administrator)

Law firm seeking experienced estate planning paralegal or individuals with strong accounting background to support lawyers in the Northside Indianapolis and Fort Wayne offices.  Duties: Assist with valuing, determining title, and transferring assets; draft estate planning documents; summarize estate plans; prepare and file pleadings and documents in estate administration; prepare and file income, gift, estate, and generation-skipping transfer tax returns; locate and collect probate and non-probate assets; prepare an inventory of assets beginning on date of death; prepare accounting from date of death through closing of the estate or trust administrations; advise on final bill payments; assist with sale of estate property; maintain a calendar including deadlines for filings; prepare, review, analyze and organize documents for estate planning, and documents in connection with formation and ongoing administration, maintenance and governance of trusts and business entities.

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