Probate Paralegal

Creative Solutions Services, LLC; Wallingford (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Collaborative environment

Growth opportunities

Job summary

Creative Solutions Services, LLC in Wallingford, CT seeks an experienced Probate & Estate Planning Paralegal for an in-person, full-time role. You will independently manage probate and estate administrations from start to finish, with direct client interaction and collaboration with attorneys.

Connecticut probate matters, including tax filings, will be part of daily responsibilities. The ideal candidate has strong organizational skills, attention to detail, and experience handling CT probate

Qualifications

• Minimum 3 years of probate and estate planning paralegal experience preferred.
• Experience handling full estate administrations, tax-related estates, and affidavits is required.
• Knowledge of wills, trusts, and related estate planning documents.
• Familiarity with Connecticut Probate Court procedures and forms.
• Strong written and verbal communication skills.
• Excellent organizational skills with the ability to manage multiple matters simultaneously.
• Proficiency with Microsoft Office and legal document management systems.

Responsibilities

• Assist attorneys with probate administration and estate planning matters.
• Manage full estate administrations from opening through closing.
• Prepare probate court filings, petitions, inventories, accountings, and related documents.
• Prepare Connecticut tax-related probate filings, including CT-706 NT forms and supporting documentation.
• Assist with affidavits, conservatorships (when applicable), and other probate proceedings.
• Draft estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Communicate directly with clients, beneficiaries, fiduciaries, financial institutions, and probate courts.
• Maintain case files, monitor deadlines, and ensure timely filings.
• Provide administrative and legal support to attorneys as needed.

Skills

Probate experience

Estate planning

Client communication

Organizational skills

Microsoft Office

Legal document mgmt

Tools

Legal document management systems

Job description

Probate & Estate Planning Paralegal

Location: Wallingford, CT
Job Type: Full-Time
Schedule: Monday–Friday
Work Location: In Person

About the Position

Our established law firm in Wallingford, Connecticut is seeking an experienced Probate & Estate Planning Paralegal to join our team. This is an in-person position requiring direct client interaction and the ability to independently manage probate and estate administration matters from start to finish.

The ideal candidate has strong organizational skills, attention to detail, and experience handling Connecticut probate matters, including taxable estates and related court filings.

Responsibilities

• Assist attorneys with probate administration and estate planning matters.

• Manage full estate administrations from opening through closing.

• Prepare probate court filings, petitions, inventories, accountings, and related documents.

• Prepare Connecticut tax-related probate filings, including CT-706 NT forms and supporting documentation.

• Assist with affidavits, conservatorships (when applicable), and other probate proceedings.

• Draft estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.

• Communicate directly with clients, beneficiaries, fiduciaries, financial institutions, and probate courts.

• Maintain case files, monitor deadlines, and ensure timely filings.

• Provide administrative and legal support to attorneys as needed.

Qualifications

• Minimum of 3 years of probate and estate planning paralegal experience preferred.

• Experience handling full estate administrations, tax-related estates, and affidavits is required.

• Knowledge of wills, trusts, and related estate planning documents.

• Familiarity with Connecticut Probate Court procedures and forms.

• Strong written and verbal communication skills.

• Excellent organizational skills with the ability to manage multiple matters simultaneously.

• Proficiency with Microsoft Office and legal document management systems.

What We Offer

• Competitive salary based on experience.

• Supportive, collaborative work environment.

• Opportunity to work closely with experienced attorneys and clients.

• Stable, full-time position with an established Connecticut law firm.