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Trust and Estates Paralegal

Newark, NJ, USA

79 Days ago

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.

Key Skills Required

CommunicationDocketingEstate PlanningMicrosoft WordONESOURCEPresentationTax ReturnsTax Software

Job Overview


Job Function: Legal Services / Legal

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Not Specified

Salary: Competitive & Based on Experience

Experience: 5 - 6 yrs

Contact Information


Company about us:

Fawkes IDM (Individual Development & Management) is a leading talent acquisition firm that specializes in finding and sourcing highly skilled IT professionals. We understand the challenges that companies face in a candidate-driven market and provide tailored solutions to help our clients find, qualify, and hire top talent.

Our team of experts...

Company Name: Fawkes IDM

Recruiting People: HR Department

Website: http://www.fawkesidm.com/

Headquarter: Philadelphia, PA, USA 19019

Industry: Recruitment / Staffing

Company Size: 0-10 Employees

Location

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