Trusts & Estates Paralegal — Probate & Fiduciary Admin

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 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.