Estates Administration Paralegal in Connecticut

Zirtual has partnered with a top Connecticut Trusts and Estates Paralegal services provider to find the right 1099 remote paralegal for their office.

Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations.  Zirtual offers paralegals in every practice area and state, both transactional and litigation. 

Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.

The paralegal will provide a high-level professional service by working on tasks...

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

Requirements

• 5+ years as trust and estate administration paralegal or experience in a similar field.
• Estate administration experience in both Connecticut and another state(s) is desirable.
• Knowledge of tax and probate accounting software with Pro Systems and GEMS is a plus.
• Strong working knowledge of...