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Estates Administration Paralegal

Company: Fawkes IDM
Location: New Haven
Posted on: March 30, 2024

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.

Keywords: Fawkes IDM, New Haven , Estates Administration Paralegal, Legal , New Haven, Connecticut

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