Legal Staff Paralegal in West Hartford, CT

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Law Firm

West Hartford, CT

Legal Staff Paralegal in West Hartford, CT

Legal Staff

2-5 yrs required

No

Job Title: Trusts and Estates Administrative Paralegal

Job Responsibilities:
The Trusts and Estates Administrative Paralegal is tasked with managing and efficiently producing a high volume of complex and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. The role necessitates the ability to work independently, handling the administration of an estate from start to finish, while collaborating with attorneys as needed. Key responsibilities include:

- Identifying, gathering, and valuing assets, and preparing various probate and accounting documents.
- Preparing accountings for both estates and trusts.
- Preparing death tax returns, including federal and state estate tax returns.
- Reviewing and interpreting wills and trust agreements in collaboration with attorneys to implement the plan during the estate and trust administration process and to fund trusts.
- Utilizing reference materials and performing basic research using a variety of resources, although attorneys generally handle legal research.

The paralegal must have excellent organizational, client service, communication, and technological skills. The role requires effective judgment in managing information, the ability to manage and meet deadlines in a fast-paced work environment, and flexibility to work overtime as deadlines require. The paralegal should be able to multitask while adapting to changes in priorities and technology.

Education and Experience:
Candidates for the Trusts and Estates Administrative Paralegal position should possess the following qualifications:

- An undergraduate degree and paralegal certification (or equivalent).
- Familiarity with procedures of courts and regulatory agencies.
- Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), PDF software, and related scanning and production utilities, as well as document management software.
- Experience with tax preparation and accounting software (., FastTax, ProSystems).
- Ability to learn and use advanced software programs and new technology, with a desire to seek and attend training to improve skills.
- A good understanding of basic business relationships and client confidentiality principles.

Salary Information:
The text does not provide specific salary information for the Trusts and Estates Administrative Paralegal position.

Jun 24, 2025
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