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Trust and Estates Paralegal Job at Excel Partners, Inc.

Excel Partners, Inc. Danbury, CT 06810

Our client is currently seeking an experienced Wills, Trust, Probate, and Estate Administration Paralegal. Must be vaccinated.

Responsibilities and Duties:

Preparing state planning documents, Estate administration including submitting Wills for Probate, submitting inventories, preparing Federal and State state tax returns, and preparing final accountings, administration of trusts including interim Probate accountings.

Qualifications and Skills:

  • 3 -5 years minimum experience in the Estate & Trust field
  • Experience using comprehensive Estate administration software
  • Detail oriented
  • Excellent Communication skills
  • Must have experience opening a probate file from beginning to end as well as trust administration experience

Salary: $60,000.00 - $70,000.00 per year

Benefits:

  • Paid 2 wks. vacation/5 sick days / Federal holidays
  • Pension profit sharing plan
  • 50% pay of individual health plan cost

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

  • Health insurance
  • Paid sick time
  • Paid time off

Schedule:

  • 8 hour shift

Work Location: One location




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