Estates Administration Paralegal

Location

New Haven, CT | United States

Job description

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.

Job tags

Salary