Estate Administration Paralegal - Probate & Tax Expert

Shipman & Goodwin LLP; Hartford (CT); On-site; USD 57,000 - 98,000; Full time

Job summary

Shipman & Goodwin LLP seeks an experienced Estate Administration Paralegal to support the administration of decedents’ estates from intake through closing. Working closely with partners, associates, and fellow paralegals, you will handle probate filings, asset identification, and tax considerations with discretion and client focus.

The ideal candidate has a minimum of five years of estate and trust administration experience, CT probate knowledge, and proficiency in Microsoft Office.

Qualifications

• Bachelor’s degree or paralegal certificate from an ABA-approved program, or equivalent combination of education and experience.
• Minimum of five years of estate and trust administration experience in a law firm, bank trust department, or similar setting.
• Working knowledge of probate procedure and court forms in Connecticut
• Working knowledge of federal and Connecticut estate tax
• Experience and knowledge of fiduciary income tax
• Proficiency with Microsoft Office (Word, Excel, Outlook)

Responsibilities

• Prepare and file probate petitions, applications for appointment of fiduciaries, inventories, accountings, and related pleadings with the probate court.
• Identify, marshal, and inventory estate assets, including bank and brokerage accounts, retirement assets, life insurance, real property, business interests, and tangible personal property.
• Serve as a primary point of contact for executors, trustees, and beneficiaries on estate administration matters, under attorney supervision.
• Maintain matter files, deadlines, and administration checklists in the firm’s document management and calendaring systems.

Skills

Attention to detail

Organizational skills

Communication

Empathy

Education

Bachelor’s degree or paralegal certificate

Tools

Microsoft Office

Job description

Shipman & Goodwin LLP seeks an experienced Estate Administration Paralegal to support the administration of decedents’ estates from intake through closing. Working closely with partners, associates, and fellow paralegals, you will handle probate filings, asset identification, and tax considerations with discretion and client focus.

The ideal candidate has a minimum of five years of estate and trust administration experience, CT probate knowledge, and proficiency in Microsoft Office.