Trusts & Estates Paralegal

Job Description:

We are working with a mid-size, regional, full-service firm seeking a candidate with at least two years of experience as a Trusts & Estates paralegal to join their Hartford, Stamford, or Litchfield County, CT office. The associate 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 experience preparing court filings, estate and fiduciary accountings, and tax returns; assisting with estate administration tasks; drafting and finalizing legal documents, including wills, trusts, powers of attorney, and estate plans; conducting legal research on trust, estates, tax regulations, and relevant case law; assisting with trust administration tasks; communicating with clients to gather necessary information, provide updates on case progress, and address 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 required. Experience with FAS and ProSeries preferred.

In addition, they are looking for someone who is proficient in Microsoft Office (e.g., Word, Excel, and Outlook), and someone who has excellent interpersonal skills, is a team player, demonstrates a positive and professional attitude, works well with colleagues and clients, manages multiple priorities in a fast-paced office, has strong attention to detail, and has good judgment and decision-making ability. A Notary Public (or willingness to become a Notary Public) is strongly preferred.

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.

Required Skills:
• Religion
• Environment
• Legal Research
• Search
• Support
• Collaboration
• Salary
• Outlook
• Team Player
• Returns
• Tax
• Word
• Decision-Making
• Insurance
• Attention To Detail
• Filing
• Interpersonal Skills
• Regulations
• Excel
• Administration
• Research
• Accounting
• Microsoft Office