Oak Ridge Legal Search ยท 15 hours ago
Trusts & Estates Paralegal
New Haven, Connecticut, United States
Full-time
Hybrid
Mid Level
4+ years expOak Ridge Legal Search is working with a mid-size, regional, full-service firm seeking a Trusts & Estates Paralegal. The associate will work closely with senior attorneys providing comprehensive legal services to high-net worth individuals, families, and businesses, focusing on estate administration and legal document preparation.
Staffing & Recruiting
Responsibilities
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
Organizing and maintaining physical and electronic files
Qualification
Required
At least four years of experience as a Trusts & Estates paralegal
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
Organizing and maintaining physical and electronic files
Experience with CT Probate administration and filing
Experience with trust accounting
Proficient in Microsoft Office (e.g., Word, Excel, and Outlook)
Excellent interpersonal skills
Team player
Demonstrates a positive and professional attitude
Works well with colleagues and clients
Manages multiple priorities in a fast-paced office
Strong attention to detail
Good judgment and decision-making ability
Notary public or willing to become one after hire
Preferred
Experience with New York Probate Court filing
Experience with FAS and ProSeries
Benefits
Medical
Dental
Vision
Life insurance
Flexible spending accounts
Long term disability
Short term disability
401(k) plan
Hybrid work schedule
Collaborative and supportive work environment
Company
Oak Ridge Legal Search
At Oak Ridge Legal Search, we specialize in matching legal professionals with their dream careers.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase