Paralegal

• Prepare and update estate planning materials such as wills, trusts, powers of attorney, and advance health care documents under attorney supervision
• Assemble supporting records, including asset summaries, beneficiary information, and related planning documentation needed for complete client files
• Help carry out estate plans by coordinating signing appointments, witnessing, notarization, and trust funding activities in accordance with Connecticut requirements
• Draft, organize, and submit probate filings, including petitions, inventories, accountings, affidavits, and other court-related documents
• Track court dates and filing deadlines, maintain reliable reminder systems, and follow up with Connecticut Probate Courts as matters progress
• Support estate and trust administration by collecting financial information, monitoring expenses and distributions, and preparing correspondence for beneficiaries and fiduciaries
• Communicate with banks, accountants, appraisers, clients, trustees, and executors to gather information and move files forward
• Maintain accurate electronic and physical records while preserving confidentiality across all personal, legal, and financial documents
• Assist attorneys with legal research, case preparation, and resolution of routine probate administration issues as needed

• At least 3 years of experience supporting estate planning, probate, or estate administration matters
• Working knowledge of Connecticut Probate Court procedures, forms, and filing practices
• Demonstrated ability to draft and revise estate planning documents with accuracy and attention to detail
• Strong organization and time management skills with the ability to manage multiple deadlines effectively
• Clear written and verbal communication skills for interacting with clients, courts, and outside parties
• Proficiency with Microsoft Office and legal or practice management software used for document and file administration
• Ability to manage confidential information with professionalism, discretion, and sensitivity
• Paralegal certification or comparable legal experience is preferred

Paralegal certification or comparable legal experience is preferred

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan
• free online training