Trust and Estates Paralegal
Fawkes IDMNewark, NJ
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Job Description
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.