Estates Administration Paralegal

Found in: Resume Library US A2 - 1 week ago


New Haven Connecticut, United States Fawkes IDM Full time
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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