Trust Administration Assistant jobs in New Haven, CT

This Jobot Job is hosted by: Jason Wilson
Are you a fit? Easy Apply now by clicking the "Apply On Company Site" button and sending us your resume.
Salary: $75,000 - $125,000 per year

A bit about us:
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The Paralegal’s primary responsibility is to administer decedents’ estates, establish and monitor conservatorships and trusts, file petitions and accompanying documents with Probate Court, locate assets and debts. The Paralegal gathers and reviews documents to settle the estate and assists in the preparation of all tax returns and the final accounting. This position often maintains contact with family and beneficiaries.

Why join us?
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Come join a great and growing company looking to add a Trust and Estates Paralegal!!!

Job Details
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The following are essential job duties and responsibilities of a Paralegal – Estate Administration.

• Facilitate all aspects of trust and estate administration including:
• Maintaining checkbook and banking record.
• Pays bills.
• Computing and disbursing beneficiary distributions.
• Computing and payment of executor and trustee commissions.
• Prepare formal and informal estate and trust accountings.
• Documents assets and arranges for valuation as necessary.
• Prepares estates tax and gift returns.
• Read and interpret wills and trust instruments; prepare and file all documents required to probate wills; prepare receipt and release agreements, disclaimers, affidavits, accounting petitions; handle issuance and revocation of letters and other miscellaneous proceedings, including preparation of petitions and overseeing service on interested parties
• Draft standard estate planning forms and other legal documents (power of attorney, wills, court petitions, resignations, etc.).
• Handle special projects or additional responsibilities as assigned.
• Update and organize electronic and physical files for easy access.

Requirements
Education: Bachelor's Degree in accounting or finance
Experience: Trust administration experience and tax preparation experience.

Interested in hearing more? Easy Apply now by clicking the "Apply On Company Site" button. #indtier2