Trust and Estates Paralegal

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.