Legal Staff Paralegal in Stamford, CT

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Law Firm

Stamford, CT

Legal Staff Paralegal in Stamford, CT

Legal Staff

3-5 yrs required

No

Job Title:
Trusts and Estates Administrative Paralegal

Job Responsibilities:
The trusts and estates administrative paralegal is tasked with managing and producing a high volume of complex and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. A critical aspect of this role is ensuring that the law firm meets its objective of providing exceptional service. The paralegal must work independently, managing the administration of an estate from inception to conclusion while collaborating with attorneys as necessary. Key responsibilities include:

- Identifying, gathering, and valuing assets.
- Preparing various probate and accounting documents.
- Preparing accountings for both estates and trusts.
- Preparing death tax returns, including federal estate tax returns and state estate tax returns.
- Reviewing and interpreting wills and trust agreements in collaboration with attorneys to implement the plan during estate and trust administration and to fund trusts.

The paralegal must also be proficient in using reference materials and performing basic research using a variety of resources, although attorneys typically handle legal research.

Education and Experience:
- An undergraduate degree and paralegal certification (or equivalent) are required.
- Familiarity with the procedures of courts and regulatory agencies is essential.
- Experience with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), PDF software, related scanning and production utilities, and document management software is necessary.
- Experience with tax preparation and accounting software such as FastTax and ProSystems is required.
- The candidate should have the 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 is important.

Additional Information:
The paralegal must possess strong mathematical, organizational, and technological skills. They should be willing to mentor and be mentored, as collaboration and significant client contact are integral to the role. The ability to interact with and show compassion to individuals who may have suffered the loss of a loved one or are under stress is crucial. The position demands excellent organizational, client service, communication, and technological skills, effective judgment in managing information, and the ability to manage and meet deadlines in a fast-paced environment. Flexibility to work overtime as deadlines require, multitasking while adapting to changes in priorities, and adapting to changes in technology and processes are also necessary.

Jun 24, 2025
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