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Oak Ridge Legal Search

Trusts & Estates Paralegal

Oak Ridge Legal Search, Stamford, Connecticut, United States, 06925


Job Description:

We are working with a mid-size, regional, full-service firm seeking a candidate with at least four years of experience as a

Trusts & Estates

paralegal to join their Hartford, Stamford, New Haven, 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 a plus. 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. They are also looking for a candidate who is a notary public or be willing to become one after hire.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.

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