Trust & Estate Administration Paralegal

Job Description

Job Description

Pay: $65,000.00 - $95,000.00 per year

Why This Is a Great Opportunity

• Join a respected, established estate planning and elder law practice with a strong reputation for client service.
• Play a meaningful role helping families through important life transitions.
• Work directly with experienced attorneys in a collaborative, team-oriented office.
• Take ownership of sophisticated trust and estate administration matters.
• Enjoy a stable, full-time, on-site position with opportunities for long-term growth and professional development.

Location: Glastonbury, CT – Enjoy a collaborative, fully on-site work environment where you'll partner closely with attorneys and clients while making a direct impact every day.

Note: We are seeking candidates with 3+ years of paralegal experience. Trust administration or probate experience is strongly preferred but not required.

About Us

We are a well-established estate planning and elder law practice dedicated to helping individuals and families navigate estate planning, trust administration, probate, and related legal matters with compassion and professionalism. Our team values collaboration, exceptional client service, and continuous learning. Confidential Employer.

Job Description

• Guide clients through trust and estate administration with professionalism and empathy.
• Prepare probate filings, affidavits, deeds, trust allocations, and estate administration documents.
• Assist with federal and state tax filings and related estate documentation.
• Coordinate asset valuations and organize financial information.
• Track deadlines and proactively manage case progress from opening through completion.
• Maintain accurate case records and database updates.
• Communicate regularly with clients, beneficiaries, financial institutions, and third parties.
• Coordinate document execution, witnesses, and notary services.
• Prepare status reports for attorneys and participate in team meetings.
• Identify opportunities to provide additional estate planning services to clients and families.
• Support attorneys with administrative and legal projects as needed.

Qualifications

• 3+ years of paralegal experience required.
• Trust administration or probate experience preferred.
• Excellent organizational, proofreading, and communication skills.
• Strong Microsoft Office skills, including Word and Excel.
• Ability to manage multiple deadlines independently.
• Professional, compassionate, and client-focused approach.
• Familiarity with investments, assets, or tax-related matters is a plus.
• Connecticut Notary (or ability to obtain) preferred.

Why You Will Love Working Here

You'll become part of a supportive legal team where your work truly makes a difference for families during significant life events. We value initiative, collaboration, professional growth, and delivering exceptional client experiences. Your contributions will be recognized, and you'll have the opportunity to build a rewarding long-term career.

JPC-1609

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance