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This is an on-site position at Fawkes IDM located in Newark, New Jersey, United States, North America.

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Trust and Estates Paralegal

Fawkes IDM Newark, New Jersey, United States 17 days ago

legal

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.