Estate Administration Paralegal

New Haven, CT 06502

Job Type: Paralegal Job Number: 6662 Salary Range: $75,000-$90,000

Job Description

One of our law firm clients is looking for an Estate Administration Paralegal to join their team in New Haven, CT. 

This person will work within the Estate Administration department and help with the preparation of estate, gift, income tax returns, and accountings. This person will coordinate with partners, associates, other paralegals, clients and court personnel.

Essential Duties And 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
Desired Skillset
  • 5 years as trust and estate administration paralegal or experience in a similar field.
  • Knowledge of tax and probate accounting software (Pro Systems, GEMS, or similar)  
  • Experience with FileSite and Elite (preferred) 
  • Bachelor’s Degree 

*This is a hybrid role, typically 2-4 days a week in office* 

Meet Your Recruiter

Megan Kubitsky
Principal Technical Recruiter

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