Paralegal - Trusts and Estates

Paralegal – Trusts and Estates

Location: Bantam, Hartford or Stamford, CT (Hybrid)

Do you have trusts and estates experience? Are you excited about the opportunity to join an innovative, growing law firm that has been successful for more than 165 years?

Harris Beach Murtha is in search of a Paralegal to join our Trusts & Estates practice group in one of the following offices: Bantam, Hartford or Stamford, CT. You will thrive in this role if you have:

• 1+ years of experience as a trusts and estates paralegal required, 3+ years of experience preferred
• Experience preparing court filings, estate and fiduciary accountings, and tax returns (including Forms 1041, 706, and related Connecticut forms)
• Experience with Connecticut Probate Court filings (New York experience a plus)
• The ability to assist with estate administration, including asset inventory, valuation, distribution, and probate documentation
• Strong organizational, analytical, and proofreading skills to ensure accuracy of legal documents
• The ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Exceptional oral and written communication skills, with a client-focused approach
• Proficiency in Microsoft Office (Word, Excel, Outlook); experience with fiduciary income tax preparation and fiduciary accounting software a plus
• A positive, professional attitude when working with colleagues and clients
• A Notary Public license (or willingness to obtain one after hire)

The Trusts & Estates team needs a Paralegal to support attorneys with a wide range of estate planning and administration matters.

Do you have the drive and desire to:

• Draft and finalize estate planning documents, including wills, trusts, and powers of attorney, in accordance with attorney direction
• Prepare and file probate documents, fiduciary accountings, and related court filings
• Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications
• Conduct legal research related to trusts, estates, tax regulations, and case law
• Communicate with clients to gather information, provide updates, and respond to inquiries
• Organize and maintain physical and electronic files to ensure accessibility and accuracy
• Support attorneys with case management and day-to-day administrative needs
• Perform additional duties as assigned

Harris Beach Murtha recognizes everyone has a right to be included. You will be successful in your career at the firm if you:

• Exhibit strong interpersonal skills and a high level of professionalism with clients and colleagues
• Are detail-oriented and take pride in producing accurate, high-quality work
• Are looking for an opportunity with growth potential
• Believe in the firm's core values: collaboration, inclusion, ingenuity, respect, integrity, and commitment
• Enjoy working with diverse personalities across all levels of the firm
• Are comfortable working in the office 3 days per week

Harris Beach Murtha is committed to an inclusive environment and we welcome applications from diverse candidates with varied background and skills, including military experience. Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer.