Legal Assistant - Estates and Trusts occupation at Patten, Wornom, Hatten & Diamonstein, L.C. in Newport News

Patten, Wornom, Hatten & Diamonstein, L.C. is at present recruited Legal Assistant - Estates and Trusts on Thu, 31 Oct 2013 10:37:07 GMT. Legal Assistant - Estates and Trusts The law firm of Patten, Wornom, Hatten & Diamonstein, L.C. in Newport News, Virginia seeks a full time legal assistant to support a partner and an associate attorney, with primary focus in estate planning, estate administration, and trust administration. Email cover letter, resume, and salary expectations to hr@pwhd.com. Summary Responsible for assisting...

Legal Assistant - Estates and Trusts

Location: Newport News, Virginia

Description: Patten, Wornom, Hatten & Diamonstein, L.C. is at present recruited Legal Assistant - Estates and Trusts right now, this occupation will be depute in Virginia. For detail informations about this occupation opportunity kindly read the description below. The law firm of Patten, Wornom, Hatten & Diamonstein, L.C. in Newport News, Virginia seeks a full time legal assistant to suppo! rt a partner and an associate attorney, with primary focus in estate planning, estate administration, and trust administration. Email cover letter, resume, and salary expectations to hr@pwhd.com.

Summary
Responsible for assisting attorneys, as well as working with other paralegals and firm members, and with all aspects of estate planning and estate and trust administration. Skillfully gathers and analyzes information and prepares documents for attorney review. Contributes to a team with the ultimate goal of providing professional, efficient, and effective services for the firm and its clients.

Essential Functions

• Prepare all types of estate planning documents, including but not limited to wills and trusts, as well as all types of ancillary documents, including but not limited to correspondence, powers of attorney, advance healthcare directives, and federal gift tax returns (Form 709).
• Prepare all types of transfer documents, inclu! ding but not limited to stock transfers, vehicle transfers, de! eds, distribution receipts, assignments, settlement agreements, and terminations.
• Prepare all types of documents necessary for all phases of estate administration, including but not limited to probate tax returns, inventories, accountings, small estate affidavits, and federal estate tax returns (Form 706).
• Obtain values of estate assets, through independent research, communication with banks, brokerage firms, and appraisers, as well as other methodologies.
• Compile data, and prepare documents and schedules for use by a certified public accountant in the preparation of federal and state Estate and Trust income tax returns (Form 1041).
• Prioritize, manage and track in an orderly fashion all filing deadlines, including but not limited to probate filing due dates and income tax filing due dates.
• Organize and maintain relevant files, both hardcopy and electronic.
• Other duties as assigned.

Knowledge and Skills

Prior experience in estate planning, estate administration and trust administration

Must be proficient in Microsoft Word, Excel and Outlook.

Knowledge of law firm billing system; Juris time and billing modules preferred.

Ability to maintain appropriate confidentiality.

Work independently, responsibly and efficiently with minimal supervision.

Produce accurate, thorough and complete work products.

Communicate clearly, confidently, and diplomatically with all persons in all forms of communication.

Adaptable to shifting priorities and work styles; tolerance for and management of competing demands.

Responsiveness to multiple attorneys.

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If you were eligible to this occupation, please deliver us your resume, with salary requirements and a resume to Patten, Wornom, Hatten & Diamonstein, L.C..

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This occupation will be started on: Thu, 31 Oct 2013 10:37:07 GMT

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