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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Paralegal Responsibilities: Preparation of New York and Connecticut probate documents; miscellaneous Surrogate's Court filings; preparation of New York and Connecticut estate, gift and fiduciary income tax returns (including Forms 706, 709, 1041, and related forms); all aspects of estate and trust administration.
Qualification and Experience
Qualifications: Bachelor's degree required. Paralegal Certificate or Accounting degree preferred. 3+ years of experience in Trusts and Estates required. Proficiency in New York and Connecticute Probate rules and filing procedures and familiarity with e-filing in New York Surrogate's Court. Ability to work under deadlines and to handle several assignments at one time, as well as the ability to adjust to changing priorities. Strong oral and written communication skills required. Strong organizational skills required. Experience using Microsoft Office (with proficiency in Word, Excel, and Outlook), FPS-Thompson Reuters, and HotDocs. Wordperfect a plus. Must be a notary public or willing to become one
Company infoHiring Coordinator