Estates Administration Paralegal

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.