Trusts & Estates Paralegal - Estate Administration Experience Required

Job Description

Job Description

We are working with a mid-size, regional, full-service firm seeking a candidate with at least three years of experience as a Trusts & Estates paralegal to join their Hartford or Stamford office. The paralegal will work closely with senior attorneys on a variety of comprehensive legal services to high-net worth individuals, families, and businesses.

The ideal candidate has at least three years of estate administration experience (required), including preparing estate and trust accountings (required); drafting, editing and reviewing probate and administration related documents; assisting clients with retitling assets; assembling and organizing financial records for estate tax returns and audits; preparing, editing, and reviewing estate tax returns; preparing fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts; interacting with clients in person, on the phone, via email and video conferencing; providing updates on case progress; addressing inquiries; and organizing and maintaining physical and electronic files. Experience with CT Probate administration and filing, and trust accounting is required. Experience with New York Probate Court filing is a plus. Experience with FAS and ProSeries preferred.

Candidates should be proficient in Microsoft Office (e.g., Word, Excel, and Outlook); have excellent interpersonal skills; have strong proofreading and analytical skills; be a team player; demonstrate a positive and professional attitude; work well with colleagues and clients; manage multiple priorities in a fast-paced office; have strong attention to detail; have a high level of initiative; and have good judgment and decision-making ability. Notary Public (or willingness to become a Notary after hire) is a plus.

The firm offers a competitive base salary commensurate with experience, and a wide array of benefits, including medical, dental, vision, life insurance, flexible spending accounts, long term disability, short term disability, and a 401(k) plan. In addition, they offer a hybrid work schedule, provide a collaborative and supportive work environment; and encourage and support integrity, diversity, collaboration, and professional growth.

To be considered, please provide a resume. Cover letters are appreciated, but not required. All applications are confidential.

Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.