Estates Administration Paralegal
4 weeks ago
Responsibilities:
- Preparation of probate documents, death, gift and income tax returns for large estates
- Maintain checkbook and other bank and security or investment accounts
- Assist with federal and state audits
- Accumulate, value, and inventory all assets including real and personal property, financial accounts, stock holdings and safety deposit boxes
- Calculate estimated taxes and cash needs
- Transfer assets to beneficiaries and file all necessary paperwork to receive benefits
- Perform other job duties as assigned and assist attorneys where needed
Requirements
- 5+ years as trust and estate administration paralegal or experience in a similar field.
- Estate administration experience in both Connecticut and another state(s) is desirable.
- Knowledge of tax and probate accounting software with Pro Systems and GEMS is a plus.
- Strong working knowledge of Excel, Microsoft Word, and Outlook is required; experience with FileSite and Elite is preferred.
- Bachelor’s Degree required.
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