Trust & Estates Paralegal job Manchester Connecticut
Trust & Estates Paralegal job Manchester Connecticut
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Trust & Estates Paralegal Job

Employer Name: SpiderID: 12860406
Location: Manchester, Connecticut Date Posted: 9/9/2022
Wage: Up to $0.00 per year Category: Legal
Job Code: 377603

Job Description:

* Open the file and prepare documentation pursuant to NHA procedures.
* Send initial correspondence and Sympathy Card as appropriate.
* Perform or arrange for asset valuation when appropriate.
* Prepare appropriate documents as information is received from the client, including asset lists, trust allocation to A/B Trusts, A/B/C Trusts, or to Beneficiaries. Prepare any necessary Probate documents, Federal and State Tax forms and other returns.
* Prepare Affidavits of Death and other appropriate Deeds.
* Review and proofread all documents for accuracy after they are prepared.
* Set client-specific deadlines and follow up diligently with the collection of information with the goal of completing the client's file on time.

This self-directed person should work independently with little guidance required by the attorneys.
* Look for additional legal service opportunities which arise during the course of the relationship with the clients, and help clients obtain them. These include, but are not limited to, changes in client's estate plan, amendments and restatements, power of attorney documents, Medicaid planning, and estate planning services for the surviving family members who do not currently have a plan.
* Arrange for witnessing and/or notary services when required.
* Make appropriate database entries as each stage is completed.
* Prepare monthly status reports to discuss with attorneys

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: Staffing Now Company Type:
Company: Staffing Now

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