Paralegal - Trust And Estate
Mr. Stein runs a solo practice focusing on Estate Planning and Management. This was my primary position when working both here and at SA Threads.My duties included- Estate filing from start to finish: all Probate filings (Connecticut), formal administration accounts, and filing of 1040s, 1041s, 706s, 709s (Connecticut and Federal, using Lacerte and Drake tax software) - Trust administration accounts, tracking, and 1041s- preparation of Estate planning documents including Wills, Trusts, Living Wills, and Powers of Attorney, in Connecticut, New York, and Florida formats.- compiling, tracking, and obtaining payment of client assets- creation of estate planning documents- scanning (Nuance PDF/PowerPort software) of closed files and documents for email- assistance with computer maintenance and updates, including updating the office computers to Windows 8 and 10 without altering them too much for the elderly office staff- completely revamping the paragraphing system used to draft documents