Trusts and Estates Paralegal

Gillard Associates; Hartford (CT); On-site; USD 50,000 - 70,000; Full time

Job summary

Gillard Associates seeks a skilled paralegal for its Trusts & Estates team in Hartford. The successful candidate will handle estate and trust administration tasks, work closely with attorneys, and interact with clients in a collaborative environment. This role requires strong communication skills and the ability to multitask effectively.

Qualifications

• 5+ years of experience in estate and trust administration.
• Experience in fiduciary administration or accounting preferred.
• Strong written and oral communication skills.

Responsibilities

• Drafting probate documents like petitions and inventory.
• Preparing materials for asset identification and valuation.
• Handling fiduciary accounting tasks.

Skills

Communication

Multitasking

Motivation

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

Job Description

Looking for a skilled paralegal to become part of our dynamic and sophisticated Trusts & Estates team based in Hartford. The ideal candidate should have at least five (5) years of experience managing all elements of estate and trust administration. Experience in fiduciary administration and/or accounting is highly preferred. Key responsibilities will include:

· Drafting probate documents such as petitions, inventories, accountings, and final reports;

· Preparing materials related to asset identification, collection, and valuation;

· Handling fiduciary accounting tasks; and

· Creating estate, gift, and income tax returns.

This role involves significant interaction with clients and close collaboration with the department’s attorneys. It provides an excellent opportunity to take on meaningful responsibilities and gain hands-on experience in a team-oriented, sophisticated environment. Ideal candidates should possess strong oral and written communication skills, proficiency in computer applications like Microsoft Word and Excel, and the ability to multitask effectively. Candidates must also exhibit high motivation and competence in working both independently and as part of a cohesive team