Full-Time

Estate Administrator

Private Wealth Services, Pws

Posted on 9/9/2024

Holland & Knight

Holland & Knight

1,001-5,000 employees

Provides comprehensive legal services across sectors

Legal

Senior

Boston, MA, USA

Category
Legal
Risk & Compliance
Legal & Compliance
Requirements
  • Strong verbal, written and interpersonal skills
  • Strong time management and organizational skills
  • Self-starter who takes initiative to complete assignments
  • Excellent computer skills including Word, Excel; and tax return preparation software.
  • 5+ years of relevant experience
  • Familiarity with fiduciary income tax returns and/or Accounting/CPA background
  • Familiarity with local probate rules and procedures
  • J.D. from ABA accredited law school
  • Active Bar license
Responsibilities
  • Advising fiduciaries and beneficiaries regarding the estate/trust administration process
  • Marshalling, organizing, and analyzing asset information.
  • Reading and interpreting wills and trust instruments
  • Coordinating valuation of assets and allocation of assets to sub-trusts
  • Preparing inventories, asset transfer documents, deeds, probate readings, fiduciary reports/accountings, receipt and release agreements, disclaimers, affidavits
  • Appearing in probate court on uncontested matters regarding wills and trusts
  • Preparing estate and gift tax returns
  • Reviewing and extracting relevant information from bank, brokerage and other statements
  • Maintaining checkbook and banking records
  • Computing and disbursing beneficiary distributions
  • Recording deeds in local jurisdictions
  • Preparing and filing beneficiary designation forms for life insurance and retirement accounts
  • Researching relevant state laws and/or federal estate, gift and GST tax laws.
  • Special project and duties as assigned.

Holland & Knight LLP provides a wide range of legal services across more than 200 areas of law, catering to corporations, government entities, and private individuals. The firm operates by billing clients through various methods, including hourly rates and fixed fees, depending on the case. Its extensive expertise spans sectors such as real estate, government contracts, private equity, and human rights, allowing it to address diverse legal needs effectively. What sets Holland & Knight apart from its competitors is its strong track record of successful outcomes in high-profile cases and transactions, as well as its commitment to social responsibility, with a significant percentage of its lawyers engaged in pro bono work. The firm's goal is to deliver high-quality legal representation while promoting diversity and inclusion within the workplace.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1968

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for legal services in renewable energy and ESG compliance.
  • Expansion of legal tech solutions offers efficiency and cost reduction opportunities.
  • Increased cross-border transactions require specialized international legal services.

What critics are saying

  • Increased competition from firms expanding practice areas and geographic reach.
  • Economic downturns may reduce client spending on legal services.
  • Alternative legal service providers offer cost-effective solutions, pressuring traditional firms.

What makes Holland & Knight unique

  • Holland & Knight has over 1,400 attorneys in more than 200 practice areas.
  • The firm is recognized for its commitment to diversity and pro bono work.
  • Holland & Knight has a strong track record in high-profile cases and transactions.

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