Trust and Estates Paralegal

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A law firm with offices in Hartford is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review Assist in updates to beneficiary designations and the like to coordinate with new estate planning documents Organize paper and electronic estate planning files Work closely with attorneys and assistants in docketing and final presentation of documents to clients Maintain list of gift tax returns required on an ongoing basis Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review in, Requirements 5+ years of experience in a similar type role. College degree and/or paralegal certificate required.
Superior communication and mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
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Location:
Newark
Job Type:
FullTime
Category:
Legal

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