Trust and Estate Paralegal

Are you a highly skilled Trust and Estate Paralegal with deep expertise in taxes and estate settlement? We're looking for a dedicated professional to join our team and help guide clients through the complexities of estate planning and administration. This is on site for a well established law firm in Hartford CT.

What's in it for you?

• Competitive salary and benefits 80-100K depending on experience plus a generous 401K Match
• Collaborative and supportive work environment onsite with work flexibility
• A team that values collaboration, work-life balance, and mutual respect

What will you be doing?

• Assist in the preparation and filing of estate tax returns (Form 706, 1041, etc.)
• Provide support with probate and non-probate estate administration, including asset identification, creditor claims, and distributions
• Prepare and maintain trust documentation, including amendments, funding, and distributions
• Coordinate with accountants, financial advisors, and tax professionals to ensure timely filing and accurate reporting
• Communicate with beneficiaries and executors to provide updates and answer questions regarding estate matters
• Manage complex tax-related issues within estates and trusts, ensuring compliance with federal and state regulations
• Assist with the preparation of court filings and related documentation

What Qualifications must I have?

• 3 years of experience as a Trust and Estate Paralegal
• In-depth knowledge of federal and state estate, gift, and income tax laws
• Strong understanding of estate planning documents, including wills, trusts, and powers of attorney
• Experience working with probate courts, tax professionals, and financial institutions
• Excellent communication, organizational, and multitasking skills
• Paralegal certification and/or degree preferred but not require experience is just as valued, with a specialization in estate planning or taxation a plus
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.