Trust and Estates Paralegal
Cucinelli Geiger seeks a Trust and Estates Paralegal with 3+ years of Estate Administration experience for our fast-paced office. The ideal candidate will have a broad base of experience in probate, conservatorships, and trust administration with direct client contact.
Responsibilities include:
- Prepare Inventories and Accountings to be filed with the local Commissioner of Accounts.
- Maintain, review, and reconcile accounts.
- Coordinate and facilitate distribution to beneficiaries.
- Prepare receipts, releases, and indemnification agreements.
- Draft correspondence and respond to audit requests.
- Coordinate appraisals of real/tangible personal property.
- Prepare checks for bills and reconcile bank accounts.
Ideal Candidates will have:
- Professional office experience using Microsoft Office Suite including Teams, Outlook, Word, and Excel.
- Ability to work independently.
- Strong attention to detail.
- Experience working with local courts.