Paralegal - Trusts & Estates Administration

Rogin Nassau LLC; Hartford (CT); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary & comprehensive ben

Collaborative firm environment

Opportunity to handle sophisticated $s

Job summary

Rogin Nassau LLC in Hartford, CT is seeking an experienced Trusts & Estates Paralegal to support a growing practice. The role involves assisting attorneys on a variety of trusts and estates matters from inception through final distribution.

You will gather asset information, communicate with clients, beneficiaries, financial institutions, and other professionals, and prepare documents and filings under attorney supervision.

Qualifications

• 5+ years of paralegal experience, preferably trusts/estates
• Excellent written and verbal communication with clients, beneficiaries, and professionals
• High attention to detail and accuracy
• Self-motivated and able to work independently with sound judgement

Responsibilities

• Manage day-to-day administration of estates from intake through closing.
• Prepare and coordinate probate filings, documents, inventories, and notices.
• Assist with administration of revocable and irrevocable trusts including funding and distributions.
• Identify and collect estate assets and assist with valuation and documentation.
• Coordinate payment of estate debts, expenses and taxes.
• Assist with preparation and filing of federal and state estate tax returns (Forms 706, 1041).
• Gather financial information for estate, gift, fiduciary income, and other tax filings.
• Track assets, liabilities, income, expenses, distributions and deadlines.
• Assist fiduciary accountings and reconcile records.
• Coordinate with CPAs and tax professionals on tax matters.
• Prepare correspondence, beneficiary notices, distribution documents, and receipts.
• Monitor deadlines and maintain organized files.

Skills

Paralegal experience

Communication skills

Organization

Attention to detail

Independent work

Education

Bachelor’s degree or equivalent

Job description

Rogin Nassau LLC, a well-established midsize law firm in Hartford, Connecticut, is seeking an experienced Trusts & Estates Paralegal to support our growing practice.

This position will work closely with attorneys on a variety of trusts and estates matters. The paralegal will assist with the administration of estates and trusts from inception through final distribution, including gathering and organizing asset information, communicating with clients, beneficiaries, financial institutions, and other professionals, and assisting attorneys with the preparation of necessary documents and filings.

Responsibilities:

• Manage the day-to-day administration of estates from initial intake through final distribution and closing.
• Prepare and coordinate probate filings, court documents, inventories, accountings, notices, and other required documentation.
• Assist with the administration of revocable and irrevocable trusts, including funding, distributions, accountings, and trust settlements.
• Identify and collect estate assets and assist with asset valuation and documentation.
• Coordinate the payment and documentation of estate debts, expenses, and taxes.
• Assist with preparation and filing of federal and state estate tax returns, including Forms 706 and 1041, as applicable.
• Gather financial information and supporting documentation for estate, gift, fiduciary income, and other tax filings.
• Track estate and trust assets, liabilities, income, expenses, distributions, and deadlines.
• Assist with fiduciary accountings and reconciliation of estate and trust financial records.
• Coordinate with CPAs and tax professionals regarding estate, trust, and income tax matters.
• Prepare correspondence, beneficiary notices, distribution documents, releases, receipts, and other administrative documents.
• Monitor critical deadlines and maintain accurate and organized electronic and physical files.
• Maintain confidentiality and exercise sound judgment when handling sensitive financial and family information.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience
• 5+ years of paralegal experience, preferably in trusts and estates, estate administration, or related practice areas
• Strong organizational and document management skills, with the ability to track deadlines and manage multiple matters simultaneously
• Excellent written and verbal communication skills, including the ability to communicate professionally and compassionately with clients, beneficiaries, financial institutions, courts, and other professionals
• High attention to detail and accuracy
• Self-motivated, dependable, and able to work independently while exercising sound judgment and strong problem-solving skills

Why Join Rogin Nassau?

• Competitive salary and comprehensive benefits
• Opportunity to work on sophisticated commercial real estate transactions
• Collaborative and collegial firm environment