Estate Planning Paralegal
The paralegal is responsible for a full range of estate planning, probate, tax and corporate matters by providing assistance to the Firm’s attorneys in administering estates, preparing estate planning, probate, and corporate documents, preparing various tax forms and tax returns (Form SS-4, Forms 1099, 709, 706, 1040, 1041, 990, 1042 and 5227), as well as client case management. Essential functions include: