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Trust and Estates Paralegal

Trust and Estates Paralegal

Fawkes IDMNewark, NJ, US
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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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