Trusts & Estates Administrator

Responsibilities: We are as follows: meet with clients (with responsible attorney) during initial conference; prepare probate lings (e.g. applications for informally probated estates, guardianships, notices of appointment of domiciliary foreign personal representatives, etc.) as well as more complicated lings; notify client of appointment as Personal Representative; notify heirs and beneficiaries of Personal Representative s appointment; develop inventories and maintain duciary accountings for estates and trusts; obtain necessary appraisals and asset valuations; prepare cash forecasts, including estate tax liability information; four year degree in accounting, applied math, or related eld; law firm, tax preparation, or duciary accounting experience; strong problem solving skills; ability to work independently with only a modest amount of day-to-day supervision; high degree of attention to detail and accuracy in work product; strong writing and proofreading skills; strong ability to manage multiple projects; excellent interpersonal and communication skills; familiarity with technology, including the use of the Internet, as well as once telephones, copiers and computers; ability to follow instructions; commitment to maintaining con dentiality of client and Firm information; proficiency with Microsoft Word, Outlook and Excel; knowledge of bookkeeping software is a plus.

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