Estate Planning Specialist - Docs, Trusts & Notary

Day Pitney LLP; Stamford (CT); On-site; USD 75,000 - 80,000; Full time

Job summary

Day Pitney LLP in Stamford, CT, is seeking an Estate Planning Support Specialist to join the EPDM team and support the Private Client Department with managing estate planning documents through pre- and post-execution stages.

You will work with attorneys and legal assistants to shepherd plans toward completion, revise drafts, and coordinate document handling. Notary public commission in CT is required or willing to obtain.

Qualifications

• Experience in trusts and estates or related field is a plus
• Excellent communication skills, both verbal and written
• Strong organizational, analytical and interpersonal skills
• High typing speed (55 wpm) with high accuracy
• Advanced Word processing using Microsoft Word (styles, auto-numbering, etc.)
• Ability to prioritize multiple tasks in a fast-paced environment
• Will be commissioned as Notary Public in Connecticut (or willing to obtain)

Responsibilities

• Revise and finalize estate planning documents and liaise with attorneys to status unexecuted plans
• Serve as witness and/or notary at execution conferences if required
• Receive, review and process executed documents and prepare copies for client presentation
• Maintain will vaults and off-site storage; manage status logs
• Set up administration files and requirements for trust administration
• Ensure compliance with insurance endorsements and Crummey rights considerations

Skills

Excellent communication skills

Strong organizational skills

Analytical skills

Interpersonal skills

Typing 55 wpm

MS Word proficiency

Prioritizing tasks

Independent work

Teamwork

Professionalism and discretion

Tools

Microsoft Word

Job description

Day Pitney LLP in Stamford, CT, is seeking an Estate Planning Support Specialist to join the EPDM team and support the Private Client Department with managing estate planning documents through pre- and post-execution stages.

You will work with attorneys and legal assistants to shepherd plans toward completion, revise drafts, and coordinate document handling. Notary public commission in CT is required or willing to obtain.