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Our Connecticut Paralegal is experienced at reviewing Inventories,
Estate Tax Returns and
Final Accounts. We'll be happy assist your legal team
with the increased workload. All services
performed for Probate Courts are done onsite, and we
check for conflict before accepting each assignment.
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For Law Firms with
Paralegals |
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| Our supplemental probate
paralegal assistance can be an invaluable support when
paralegals go on vacation or leave of absence. |
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What can Virtual Probate Paralegal do for you?
 If
you require the services of a Freelance
Paralegal who is trustworthy, professional
and experienced, the Virtual Probate
Paralegal service can provide the perfect
solution. We are there when you need us. When you become a
Virtual Probate Paralegal client we set up a
file with your preferences, model forms and
instructions to assure that our work product
integrates with your practice and firm
brand. We can be invisible to your clients
or work with your client, depending on your
preference. The Virtual Probate Paralegal
essential responsibilities for assigned
Connecticut estates include the following
but are not limited to: |
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Reviewing attorney’s notes from initial
client interview; review will provisions and
report to attorney
• Assist with research within the probate,
estate and tax areas of the law
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Prepare affidavits, applications for
probate or administration and supporting
documents
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Keep track of all due dates for assigned
estates
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Obtain federal tax I.D. number and notify
taxing authorities of fiduciary capacity
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Draft letters to heirs, devisees,
creditors, life insurance companies, banks,
investment companies, etc.
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Prepare Affidavit of Domicile, Form W-9
and other documents relative to stock
transfers
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Attend to transfer of motor vehicle titles
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Attend to recording of Certificate of
Notice for Land Records
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Assist with ancillary administration in
other states where necessary
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Prepare draft of inventory
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Draft disclaimer of legacies and
miscellaneous petitions, such as Application
for Support Allowance
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Prepare List of Claims and List of
Notified Creditors; draft notice of
rejection of claims
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Draft Connecticut Estate Tax Returns (Form
CT-706NT) or (Form CT-706/709)
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Draft Form 706 Federal Estate Tax Returns
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Draft Application to Sale or Mortgage of
Real Property
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Track estate checking account income and
disbursements
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Draft Administration Account or Financial Reports, Waivers and Affidavit
of Closing
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Attend to recording of Certificate of
Devise, Descent or Distribution, if
applicable
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Prepare Trust Information Sheet,
Acceptance of Trust and Trustee’s Inventory
for testamentary trusts
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Prepare all other probate/administration
papers for assigned Connecticut estates
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| Whether you are looking
for assistance with the entire estate
administration, or handling of a particular
task such as preparation of Inventories, Estate Tax Returns or Final Accounts, we stand ready
to assist you whenever the need arises. |
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