Job Description

Job Description

Job Description

Job Title: Trusts and Estates Administrator

Location: New Orleans LA 70170

Salary/Payrate: $90K-$100K annually and AWESOME benefits!!!

Work Environment: Onsite

Term: Permanent / Fulltime

Bachelors degree required: No

Referral Fee: AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION #LI-JS1

Estate Planning Tasks:

• Prepare assigned attorney and assisting attorneys for initial estate planning meetings and signing meetings.
• Associates are to prepare all estate planning documents. Assistants are responsible for revisions to draft estate planning documents as instructed by attorney and attorneys working with assigned attorney; review and proofread draft documents for grammar and formatting errors prior to mailing; scan and mail draft estate planning documents sent to client.
• Upon approval of draft estate planning documents by the client, prepare final documents for signing, allowing enough time for the attorney to review final documents in advance of meeting.
• Prepare assigned conference room for signing meeting and greet client upon arrival; check assigned conference room upon completion of signing meeting for items left behind.
• As needed, serve as witness for execution of estate planning documents for assigned attorney.
• As soon as practical, place original documents in Will vault in accordance with firm policy and place appropriate copies into physical file as instructed by attorney.
• Mark location of original documents in Centerbase in accordance with firm policy.
• Update physical and digital files and binders with updated estate planning documents and remove superseded documents in accordance with the firms policy and/or attorney preference. This includes attorney binder copies for attorney ease of reference.
• Prepare physical and digital binder of estate planning documents for mailing within attorneys requested timeframe, and calendar next estate planning check in, if appropriate.
• Forward electronic copies of estate planning documents or asset titling recommendations to client or other parties pursuant to client or attorney request.
• Record deeds with county recorder or using Simplifile or other related software.

Trust and Estate Administration Tasks:

• Obtain original estate and trust administration documents from the vault as requested by attorney or other Group member assigned to file.
• Using appropriate naming conventions as created by the T&E Practice Group, scan and mail (regular, certified, or otherwise) probate and trust administration documents pursuant to instruction by partners assigned Group (Group A or Group B) within the timeframe requested. Legal assistants may be asked to assist the attorney in mailing income tax information to clients and appropriate tax authorities, especially during tax season.
• Assist in preparation of tax packages including for filing including for Forms 706, 709, and other tax related filings.

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