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Paralegal - Trusts and Estates

Harris Beach Murtha

Paralegal – Trusts and EstatesLocation: 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 preferredExperience 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 documentationStrong organizational, analytical, and proofreading skills to ensure accuracy of legal documentsThe ability to manage multiple priorities and meet deadlines in a fast-paced environmentExceptional oral and written communication skills, with a client-focused approachProficiency in Microsoft Office (Word, Excel, Outlook); experience with fiduciary income tax preparation and fiduciary accounting software a plusA positive, professional attitude when working with colleagues and clientsA 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 directionPrepare and file probate documents, fiduciary accountings, and related court filingsAssist with estate and trust administration, including asset tracking, funding, and beneficiary communicationsConduct legal research related to trusts, estates, tax regulations, and case lawCommunicate with clients to gather information, provide updates, and respond to inquiriesOrganize and maintain physical and electronic files to ensure accessibility and accuracySupport attorneys with case management and day-to-day administrative needsPerform additional duties as assignedHarris 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 colleaguesAre detail-oriented and take pride in producing accurate, high-quality workAre looking for an opportunity with growth potentialBelieve in the firm's core values: collaboration, inclusion, ingenuity, respect, integrity, and commitmentEnjoy working with diverse personalities across all levels of the firmAre comfortable working in the office 3 days per weekHarris 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.

Vacancy posted more than 2 months ago

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